Financial Services Paraplanner

7 days ago

Dublin, Ireland McCarthy Insurance Group Full time

We are currently seeking to recruit a dedicated and detail-orientated Financial Services Paraplanner for our growing Financial Services team. You will play a critical role in supporting the Financial Services Consultants by conducting research, preparing financial plans, and ensuring all recommendations align with the client’s goals.
Responsibilities
Identify areas for planning along with the Financial Services Consultant.
Review investment portfolio, asset allocation and risk profile.
Undertake research both independently and with the Financial Services Consultant to identify suitable solutions to meet clients’ needs.
Prepare information and comparisons for analysis by the Financial Services Consultant.
Prepare draft recommendation reports to be discussed/signed off by the Financial Services Consultant.
Prepare suitability letters in accordance with the agreed recommendations.
The Ideal Candidate
Hold a QFA qualification.
5 years’ experience in the industry.
Working knowledge of insurance company investment funds and performance.
Excellent interpersonal and communication skills.
If you feel this is the right opportunity for you, please email your CV to hr@mig.ie .
Charles McCarthy Insurances Ltd. is an equal opportunities employer.
Charles McCarthy Insurances Ltd. t/a McCarthy Insurance Group is regulated by the Central Bank of Ireland.

#J-18808-Ljbffr

  • Paraplanner

    3 weeks ago

    Dublin, Ireland UNAVAILABLE Full time

    Posting Description Paraplanner Are you QFA qualified and looking for a new challenge where you can grow and improve your skills? Are you ready to develop your client facing abilities in a great team of financial planners? This is the role for you! This is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office. Aon...

  • Paraplanner

    4 weeks ago

    Dublin, Dublin City, Ireland UNAVAILABLE Full time

    Posting DescriptionParaplannerAre you QFA qualified and looking for a new challenge where you can grow and improve your skills? Are you ready to develop your client facing abilities in a great team of financial planners? This is the role for youThis is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office.Aon is in the...

  • Paraplanner

    3 weeks ago

    Dublin, Ireland Unavailable Full time

    Posting DescriptionParaplannerAre you QFA qualified and looking for a new challenge where you can grow and improve your skills?Are you ready to develop your client facing abilities in a great team of financial planners?This is the role for you!This is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office.Aon is in the...

  • Paraplanner

    3 weeks ago

    Dublin, Dublin City, Ireland Unavailable Full time

    Posting DescriptionParaplannerAre you QFA qualified and looking for a new challenge where you can grow and improve your skills?Are you ready to develop your client facing abilities in a great team of financial planners?This is the role for youThis is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office.Aon is in the...

  • Paraplanner

    3 weeks ago

    Dublin, Dublin City, Ireland UNAVAILABLE Full time

    Posting DescriptionParaplannerAre you QFA qualified and looking for a new challenge where you can grow and improve your skills? Are you ready to develop your client facing abilities in a great team of financial planners? This is the role for youThis is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office.Aon is in the...

  • Urgent Search: Paraplanner

    3 weeks ago

    Dublin, Dublin City, Ireland AON Ireland Full time

    Paraplanner Are you QFA qualified and looking for a new challenge where you can grow and improve your skills? Are you ready to develop your client facing abilities in a great team of financial planners? This is the role for you This is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office. Aon is in the business of...

  • Paraplanner

    4 weeks ago

    Dublin, Dublin City, Ireland Aon Corporation Full time

    OverviewParaplannerAre you QFA qualified and looking for a new challenge where you can grow and improve your skills? Are you ready to develop your client facing abilities in a great team of financial planners? This is the role for youThis is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office.Aon is in the business of...

  • Wealth Advisor

    3 weeks ago

    Dublin, Ireland Cantor Fitzgerald Ireland Ltd Full time

    We are seeking an experienced Wealth Advisor to join our growing team. In this client-focused role, you will work in close collaboration with both Relationship Managers and Paraplanners to design, build, and present personalised financial and wealth plans. A key focus will be your leadership in the creation and delivery of comprehensive wealth plans, using...

  • Wealth Advisor

    2 weeks ago

    Dublin, Ireland Cantor Fitzgerald Ireland Ltd Full time

    We are seeking an experienced Wealth Advisor to join our growing team.In this client-focused role, you will work in close collaboration with both Relationship Managers and Paraplanners to design, build, and present personalised financial and wealth plans.A key focus will be your leadership in the creation and delivery of comprehensive wealth plans, using...

  • Wealth Advisor

    3 weeks ago

    Dublin, Ireland Cantor Fitzgerald Ireland Full time

    3 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Job DescriptionLocation:Dublin, IrelandReporting to:Director of Wealth Management – Pensions and Wealth PlanningContract Type:Full-time & permanentRole SummaryWe are seeking an experienced Wealth Advisor to join our growing team.In this client-focused...