Financial Planning Specialist

2 days ago

Dublin, Dublin City, Ireland beBeeParaplanner Full time €40,000 - €60,000
Role Description

This role is a hybrid position that offers flexibility in working both remotely and from our Dublin or Cork office.

We are seeking a QFA certified Paraplanner to join our team of financial planners in Ireland.

  • Support financial planners in developing and documenting customized financial plans for clients.
  • Formulate strategies in a compliant, personalized manner.
  • Contribute to the annual review process for clients.
  • Attend client meetings with financial planners on and off-site across Ireland.
  • Analyse information received from planners and clients alike.
  • Research and analyse investment funds, insurance products, and tax legislation as required.
  • Assist with client onboarding and operational tasks aligned with the Financial Planning team.
  • Support sales processes and individual new business processing.
Required Skills & Qualifications

The ideal candidate will possess:

  • A QFA qualification.
  • Be on the path to CFP certification or have a desire to pursue it.
  • Previous experience dealing with clients in a Financial Services environment is preferable.
  • Proficiency in Microsoft Office programs.
  • Experience with CashFlow Modelling Software is advantageous.
  • Excellent numeric, written, and oral communication skills.
  • Strong attention to detail and ability to think critically.
Company Culture

We value an innovative, diverse work environment where all colleagues feel empowered to be their authentic selves. We offer a comprehensive benefits package and encourage a diverse workforce.

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