We are currently working with an established Wealth Management firm who are looking to hire a
Financial Planner
to join their team in Dublin.
Responsibilities of this
Financial Planner
Job:
* Prepare all paperwork for new business proposals
* Complete client profiles and fund switch forms
* Email annual portfolio reviews for accuracy
* Attend client meetings as requested
* Deal with ad-hoc client queries and requests
Requirements of this
Financial Planner
Job:
* The ideal candidate will have a minimum of 2 years experience in the financial services industry
* QFA or equivalent qualification
* Excellent organisational skills and time management
* Strong knowledge of MS Office applications
* Client focused and efficient, with specific attention to detail
This is an excellent opportunity for an individual looking to progress their career in the Wealth Management space.
For more information on this Financial Planner job, or to discuss the role in more detail contact Aoife Stokes