Paraplanner - fully remote (K4Y9G0-96D99434) Dublin City Centre, Republic of Ireland
Salary: EUR50000 - EUR60000 per annum
Top Financial Services Company is looking for a candidate with over 4 years Para-planning experience - fully remote role.
Responsibilities:
* Accurately preparing suitability reports and letters to target deadlines.
* Ensuring all client reports are compliant and supported with relevant paperwork.
* Undertaking comparative research in preparation of client recommendations.
* Understanding clients overall financial position from supplied fact finds.
* Discussing client objectives with the relevant Certified Financial Planner, identifying and obtaining necessary client information to prepare the necessary suitability checks.
* Ensuring all queries are appropriately investigated and accurate responses given.
* Develop and maintain excellent day to day relationships with advisors to maintain a collaborative working environment.
Qualifications And Experience:
* Additional Qualifications such as the Grad. Dip in Financial Planning, RPA or Diploma in Tax will provide a distinct advantage.
* At least 5 years relevant experience, ideally within Financial Service / Insurance, with a clear understanding and technical knowledge of customer financial advice.
* Strong report writing skills.
* Diligent and have excellent attention to detail.
* Solid interpersonal and communication skills to be able to challenge people effectively.
Ability to efficiently work in a team to deliver on business objectives.
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