The Role:
Empowered Money are a financial services company dedicated to taking the fear out of finance. They specialise in providing tailored solutions for individuals and businesses to achieve their financial goals. Their services include financial planning, pensions & investment management, budgeting, savings, and business financial consulting, all aimed at empowering clients to take control of their financial well-being.
Empowered Money are in an exciting period of growth and are seeking a driven and enthusiastic individual to join their team.
The Remote Paraplanner will work as part of a close-knit team to provide exceptional advisory services to clients. The ideal candidate will be analytical, have excellent report-writing skills, strong attention to detail and an ability to work in a fast-paced environment.
The Responsibilities:
* Engage and develop trusted relationships with clients in the pre and post consultation stages including follow up of any required information
* Execution of new business applications via Irish Life, Royal London, Zurich and Aviva
* Creation of statement of suitability reports
* Preparation of financial reports using financial software including: Cashcalc, Clearchoice and Business Information System (BIS)
* Analysis of existing plans and comparison of plans with new offerings using software tools
* Remain informed on market trends, regulatory updates, and new products to enhance Empowered Money service offerings
The Person:
* Full qualified financial advisor (QFA) qualification
* CFP fully certified (or working towards this qualification) will be a distinct advantage
* Demonstrated knowledge and understanding of financial planning with a minimum of two years' experience within the broker industry
* Excellent analytical and report writing skills
* Highly organised with strong attention to detail
* Ability to manage multiple tasks simultaneously
Salary Range :
€38,000 - €50,000