Founded in ****, Reade Pensions & Financial Services Ltd is an Irish owned firm which provides financial advice to individual and corporate clients.
Reade Pensions & Financial services advise individual clients across the financial planning spectrum in areas such as retirement planning, protection, savings, investments and estate planning.
We are looking for an experienced and highly motivated paraplanner to work on the individual client side of the business.
Responsibilities for this role include,
· Support our directors with pre and post client meeting preparation and administration including drafting meeting packs, portfolio valuations and post meeting notes
· Contribute toward the client reviews ensuring investments continue to align with goals and any changes in circumstances
· Attend client meetings with Directors, where appropriate
· Work with the support of Financial Planning Team to prepare cash flow modelling and analysis
· Proficiency in Microsoft Office products is essential.
Requirements of this Paraplanner Job:
· QFA/ APA or working towards this qualification will be an advantage
· Minimum of 2 years industry experience
· Ability to work independently and as part of a team
· Strong numerical ability with high level of attention to detail
· Demonstrate a high degree of energy, enthusiasm, and flexibility and be a self starter.
This is an excellent opportunity for someone who will be looking to transition from an administrative role to an advisory or financial planning role.
Why work with us
· Excellent remuneration package
· Hybrid, flexible working model
· 25 days annual leave
· Pension/ Death In Service benefits
Job Type: Full-time
Pay: From €35,****** per year
Benefits:
Company events
Company pension
Flexitime
On-site parking
Work from home
Work Location: Hybrid remote in Main St, Clonee, CO.
Meath