Financial Strategy Specialist

2 days ago

Dublin, Dublin City, Ireland beBeeWealth Full time €71,200 - €101,900
Job Title: Financial Strategy Specialist

We deliver comprehensive financial planning and wealth management services to enhance lives.

This role involves developing and implementing personalized financial strategies in collaboration with experienced advisors. The successful candidate will have a strong analytical mindset, excellent communication skills, and the ability to prioritize tasks effectively.

  • The ideal candidate will possess excellent problem-solving skills, be able to work collaboratively as part of a team, and adhere to established deadlines.

Key Responsibilities:

  • Gathering data for initial plans or plan reviews in collaboration with client-facing advisors
  • Entering client information into comprehensive financial planning software and producing analytical reports
  • Serving as a resource for technical planning questions and enhancing client deliverables and analysis processes

Requirements:

  • Bachelor's degree in Financial Planning or Finance (desired)
  • CFP certificate or advanced credential in a related field (e.g., JD, CPA)
  • 3-5 years+ experience in financial planning with a strong technical knowledge base covering all aspects of comprehensive financial planning
  • Experience working with financial planning software, Microsoft Office products, and eMoney software (a plus)

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