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Financial planner

Elevate Partners
Financial planner
Posted: 4 December
Offer description

We are currently working with an established Wealth Management firm who are looking to hire aFinancial Plannerto join their team in Dublin.Responsibilities of thisFinancial PlannerJob:Prepare all paperwork for new business proposalsComplete client profiles and fund switch formsEmail annual portfolio reviews for accuracyAttend client meetings as requestedDeal with ad-hoc client queries and requestsRequirements of thisFinancial PlannerJob:The ideal candidate will have a minimum of 2 years experience in the financial services industryQFA or equivalent qualificationExcellent organisational skills and time managementStrong knowledge of MS Office applicationsClient focused and efficient, with specific attention to detailThis 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

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