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Wealth planning paraplanner — client-focused advisory

Cork
Unio
Planner
Posted: 2h ago
Offer description

A leading wealth management firm in Cork is looking for a Paraplanner to join its dynamic team.
The ideal candidate will play a pivotal role in ensuring high-quality client experiences through various responsibilities including supporting Private Client Advisers and managing client files.
Candidates should be QFA Certified, with a strong knowledge of financial products and excellent analytical skills.
This is a great opportunity for individuals looking to transition from administrative roles into financial advisory positions.
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