Paraplanner | Permanent | Dublin - Hybrid
Excellent opportunity for an ambitious Paraplanner to join one of Ireland's leading Financial Planning Companies. As a paraplanner you will work closely with the Financial Advisors gaining substantial exposure to different products and have genuine opportunities for career progression..
The Role
* Partner with the Financial Advisory team in order to best service clients.
* Process new business applications in Pension, Investments, and Protection products
* Deal with insurers to ensure these are processed accurately and in a timely manner.
* Liaise with clients over the phone/ email keeping updates on progress of their application/s.
* Send out client correspondence, including policy documentation at both new business and renewal stage.
* Arrange Financial Adviser review where necessary.
* Proactive pipeline management, providing rapid client responses and following cases through to issue.
* Produce statements of suitability and other reports;
* Comply with regulatory requirements,
The Person
* QFA qualified or part-qualified
* Pensions, Investments and Protection product knowledge required
* Excellent communication skills
* Highly motivated, proven ability to exceed targets
* Strong knowledge on the application of the Consumer Protection Code 2012 in a financial services firm