Paraplanner
Excellent opportunity for an ambitious Paraplanner to join one of Ireland's leading Financial Planning Companies. As a paraplanner you will work closely with the Financial Advisors, gaining substantial exposure to different products and having genuine opportunities for career progression.
Location: Dublin – Hybrid
Responsibilities
* Partner with the Financial Advisory team in order to best service clients.
* Process new business applications in Pension, Investments, and Protection products.
* Deal with insurers to ensure these are processed accurately and in a timely manner.
* Liaise with clients over the phone/email keeping updates on progress of their applications.
* Send out client correspondence, including policy documentation at both new business and renewal stage.
* Arrange Financial Adviser review where necessary.
* Proactive pipeline management, providing rapid client responses and following cases through to issue.
* Produce statements of suitability and other reports.
* Comply with regulatory requirements.
Qualifications
* QFA qualified or part-qualified.
* Pensions, Investments and Protection product knowledge required.
* Highly motivated, proven ability to exceed targets.
* Strong knowledge on the application of the Consumer Protection Code 2012 in a financial services firm.
#J-18808-Ljbffr