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Paraplanning Professional

1 week ago

Dublin, Dublin City, Ireland Irish Life Group Services Limited Full time

Welcome to Our Team: We are a leading financial services group committed to helping people achieve their financial goals. As a Paraplanning Professional, you will play a vital role in supporting our CFP Advisers in delivering top-notch financial advice to our customers.

Responsibilities:

  1. Construct clear and professional financial plans that meet client needs and expectations
  2. Maintain high levels of compliance and adherence to regulatory requirements
  3. Develop and maintain strong relationships with internal teams to ensure seamless delivery of services
  4. Support the provision of quality advice solutions and identify areas for improvement
  5. Work collaboratively with the team to prioritize tasks and ensure timely completion of financial plans

Your Skills and Qualifications:

  • QFA qualification or equivalent
  • Strong understanding of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team environment

What We Offer: At Irish Life Group Services Limited, we pride ourselves on creating a culture of excellence and growth. Our employees enjoy competitive salaries, bonuses, and a comprehensive benefits package. If you are dedicated to delivering outstanding customer service and have a passion for finance, we invite you to explore this exciting opportunity.