Paraplanner - Retirement Line of Business

Requirements and QualificationsTo succeed in this role, you'll need a solid understanding of the Life & Pensions industry, with at least 2 years of experience in a similar capacity. A QFA (Qualified Financial Adviser) qualification is mandatory, while RPA (Retirement Planning Adviser) certification would be a significant advantage. Strong analytical skills,...

Job DescriptionWe are seeking a skilled Life and Pension Paraplanner to join our team in the Retirement line of business. In this role, you will assist our financial advisers in their work with clients, supporting them in preparing market research and Advice Reports, providing technical support, and communicating directly with clients. You will also identify...

Company OverviewWelcome to Willis Towers Watson, a global leader in professional services. Our company is dedicated to helping organizations and individuals achieve their goals through expert advice and innovative solutions.Job DescriptionWe are seeking a highly skilled Life and Pension Paraplanner to join our team in the Retirement line of business. As a...

Paraplanner - fully remote (K4Y9G0-96D99434) Dublin City Centre, Republic of IrelandSalary: EUR50000 - EUR60000 per annumTop Financial Services Company is looking for a candidate with over 4 years Para-planning experience - fully remote role.Responsibilities:Accurately preparing suitability reports and letters to target deadlines.Ensuring all client reports...

Join our Retirement line of business as a Life and Pension Paraplanner.This position, reporting to Director – Financial Planning, will provide assistance to the team's financial advisers.This role will support the financial advisers by providing market research & Advice Report production, client review preparation, answering technical queries and dealing...

Join our Retirement line of business as a Life and Pension Paraplanner.This position, reporting to Director – Financial Planning, will provide assistance to the team's financial advisers.This role will support the financial advisers by providing market research & Advice Report production, client review preparation, answering technical queries and dealing...

Join our Retirement line of business as a Life and Pension Paraplanner. This position, reporting to Director – Financial Planning, will provide assistance to the team's financial advisers. This role will support the financial advisers by providing market research & Advice Report production, client review preparation, answering technical queries and dealing...

Join our Retirement line of business as a Life and Pension Paraplanner. This position, reporting to Director – Financial Planning, will provide assistance to the team's financial advisers. This role will support the financial advisers by providing market research & Advice Report production, client review preparation, answering technical queries and dealing...

Our client is a leading name in the provision of wealth solutions to many clients nationally. A household name in the industry, they are now looking to fill the following position.ResponsibilitiesPrepare client plans, inputting and modelling data in the Voyant system to develop cashflow models, net worth projections.Maintenance and operation of the tracking...

Membership Development Officer – Retired MembersOrganisation name: FORSAJob location: DublinSalary: The initial salary for this position will be on the first point of the Grade 5 scale (with five incremental points: €50,206 · €51,705 · €53,236 · €54,799 · €56,374; and two Long Service Increments: €58,209 · €60,051)Fórsa is a...

Company OverviewFórsa, a membership-led union, empowers workers to change their lives at work. We build worker power by engaging every worker in the jobs and workplaces that we organise, and continue to build power into retirement.We aim to create a more equitable society where all workers have access to better pay, conditions, and benefits.

Membership Development Officer – Retired MembersOrganisation name: FORSAJob location: DublinSalary: The initial salary for this position will be on the first point of the Grade 5 scale (with five incremental points: €50,206 · €51,705 · €53,236 · €54,799 · €56,374; and two Long Service Increments: €58,209 · €60,051)Fórsa is a...

Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry, particularly if you don't inherit a book of business or your parents weren't a member of the right country club. We understand the empty promises you've probably heard to get you in the door but very little support...

About the PositionThis is an exciting opportunity to join our team as a Financial Planning Consultant. In this role, you will be responsible for delivering customer-focused financial planning advice to individual customers, developing and growing a strong portfolio of individual clients, and supporting the delivery of member services into corporate...

Select how often (in days) to receive an alert:Full Time Permanent positionHybrid role based in our City Centre officesWhat we offerWe have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the remainder of the week.We offer a...

Financial Lines UnderwriterWho we areAmerican International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and...

This is a fantastic opportunity to join a reputable and growing organization as a Retirement Benefits Specialist. CPAS CIF Pension Administration Services is a leading provider of pension administration services in Ireland, with a strong focus on business development in the construction sector.About Our OrganizationWe pride ourselves on delivering...

Job DescriptionWe are looking for a highly motivated Financial Lines Risk Manager to join our team. As a Financial Lines Risk Manager, you will be responsible for assessing and managing risk for our clients in the financial lines sector.Your primary responsibilities will include:Conducting thorough analysis of insurance applications to determine the level of...

Business Lines New Business Underwriter-HybridJob SummaryWe are part of the worldwide Zurich Insurance Group, established in 1872 and headquartered in Switzerland. Our 55,000 employees across the globe serve customers in more than 170 countries, from individuals who need their homes, cars or lives insured, to providing risk management expertise and...

Join Our Team">As a Financial Services Inside Sales Representative at Golden Reserve LLC, you will have the opportunity to make a meaningful impact on the lives of our clients. If you are a driven and results-oriented individual with a passion for sales and customer service, we encourage you to apply.">About the Role">Cultivate relationships with prospective...