Financial Planning Expert

20 hours ago


Hill of Down, Meath, Ireland beBeeParaplanner Full time
Job Opportunity

We are seeking an experienced Paraplanner to join our dynamic financial planning team.

The successful candidate will be responsible for providing paraplanning support to our financial advisers and liaising with the team to implement client advice, producing positive client-centric outcomes.

  • Providing technical documentation for advisers based on client research and requirements.
  • Managing workflow and organisation of ongoing workload.
  • Ensuring adherence to FCA requirements and Compliance Policies.

Key Requirements:

  • Experience in a paraplanner capacity within wealth management & financial planning.
  • Level 4 Diploma qualified (further qualifications are a bonus).
  • Excellent communication skills and client-facing manner.

Benefits:

  • A competitive salary.
  • A generous overall benefits package.
  • Opportunities to work alongside and learn from industry experts.

About the Role:

This is a new, full-time permanent opportunity based in Co. Down. Our team is highly respected, established and dedicated to providing industry-leading solutions across investments and pensions.

We are committed to Equality, Diversity, and Inclusion for all. If you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please let us know and we will endeavour to facilitate the request.



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