Expert Financial Planner

4 days ago


Dublin, Dublin City, Ireland beBeeFinancial Full time €40,000 - €60,000

Job Description

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We provide regulated financial planning advice to clients. We evaluate their goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations.

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Our team works under the guidance of a Team Leader who aids in professional development and job training.

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The Day-to-Day:

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  • Prepare proposals by collecting client information, using vendor data and conducting analysis based on existing assets and portfolio simulations.
  • Complete tax wrapper analyses for bond surrenders, collect necessary information from pension and investment bond providers and prepare transfer/surrender paperwork.
  • Partner with internal groups to ensure smooth case transitions.
  • Work on group projects to increase efficiency.
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Key Responsibilities

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  1. Use MS Access, Word, Excel (perform complex functions) and Adobe to customise proposals and produce detailed reports.
  2. Produce quality work within target timelines.
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Requirements

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  • A University degree or equivalent education/experience.
  • Fluent written and verbal language proficiency in Spanish.
  • Experience with financial planning and investment principles or industry exams preferred.
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