Our Client is over 25 years in business providing specialist advice on pensions, investments and inheritance planning to some of Ireland's leading professionals and entrepreneurs. They are seeking a well organised, responsible team player for a permanent position of Financial Planner, reporting to the Financial Planning Manager. This role is suitable for someone seeking to progress a career in the financial services industry. Responsibilities Working closely with a number of Financial Advisors, the successful candidate will complete the following: Prepare all paperwork for New Business proposals Complete Client Profiles and Fund Switch Forms Manage Information Requests Check all Annual Portfolio Reviews for accuracy Email Annual Portfolio Reviews to clients Deal with adhoc client queries and requests Alternative contact when colleagues are out of the office Assist with ad-hoc projects, when required Attend some client meetings, when requested. Characteristics & Skills required The candidate should have at least 2 years experience in the Financial Services industry QFA or equivalent qualification Client focused and efficient, with specific attention to detail Friendly, outgoing attitude and professional manner Excellent organisational skills and time management Ability to prioritise multiple tasks, to a deadline, and take initiative, when required Strong written and verbal communication skills Strong knowledge of MS Office applications - Word, Excel, Adobe and Outlook in particular Ability to work in a team environment. Skills: Pensions Investments Wealth Management QFA