Job Description:
We are seeking a highly skilled Financial Planner Specialist to join our team. The successful candidate will be responsible for preparing client plans, inputting and modelling data in the Voyant system to develop cashflow models, net worth projections.
Responsibilities:
* Maintenance and operation of the tracking solution used to monitor planning activity and delivery timelines.
* To manage the acceptance of financial planning engagements, including coordination with stakeholders in agreeing to produce a financial plan and ensuring adherence to onboarding and engagement protocols.
* Attendance at meetings and recording of all meeting notes.
* Collation, interpretation and presentation of third-party data as required.
* Coordination and scheduling of all case conferences, production of initial drafts for review within case conference team.
* Issuing, collection and tracking of fees.
* Tracking of executed recommendations arising post-delivery of plans.
Requirements:
* Strong Knowledge of financial needs analysis software and market intelligence software essential.
* Digital literacy including proficiency in MS Office including Excel, Word and PowerPoint.
* Familiarity with operational and systems requirements of regulatory bodies.
* At least three years' experience in a financial services client advisory environment.
* Experience in areas of pensions, retirement planning, estate planning and protection beneficial.
* The successful candidate should have relevant third level and/or professional qualifications.
Benefits:
An excellent salary and benefits package is offered for the right candidate.