
Senior Financial Advisor Position
1 week ago
This hybrid position as Paraplanner allows for flexibility in working both virtually and from our Dublin or Cork office.
Main responsibilities include:
- Formulating and documenting financial plans for clients with the support of financial planners
- Developing ability to identify and document strategies in a compliant, personalized format
- Supporting annual review process for clients
- Attending client meetings across Ireland with financial planners
- Critically analysing information received from planners and clients alike
- Researching and analyzing investment funds, insurance products and tax legislation
- Aiding in onboarding of clients
- Assisting in projects and operational duties aligned with the Financial Planning team
The ideal candidate will have a QFA qualification, be on the road to CFP qualification, and possess previous experience dealing with clients in a Financial Services environment. Strong attention to detail and excellent numeric, written and oral communication skills are essential.
Key Responsibilities Include:
- Preparing comprehensive financial plans for clients based on thorough research and analysis
- Providing expert advice on investment options and risk management strategies
- Building strong relationships with clients through regular communication and updates
- Collaborating with the Financial Planning team to achieve business objectives
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