Job Description:
The Private Wealth Team at Mercer Ireland is seeking a talented individual to join our team as a Paraplanner. The role will be based in either Cork or Dublin and will involve providing holistic financial planning to individuals and corporate organisations.
Key Responsibilities:
* Write and review recommendation reports for individual clients based on the factfind provided by a financial planning consultant.
* Oversee the ongoing review and servicing needs of our individual clients.
* Ensure that the advice provided to individual clients is the best advice.
* Conduct research into investment, pension, ARF, and protection products as required for the Product Review Group.
Requirements:
* Strong understanding of principles of investment, investment risk, and portfolio management.
* Excellent technical knowledge of pensions.
* Excellent command of written English.
* Proficient in Excel.
What Sets You Apart:
* Experience in a similar financial planning role.
* Qualified Financial Adviser (QFA) is essential.
About Us:
Mercer, a business of Marsh McLennan, is a global leader in helping clients realize their investment objectives and shape the future of work. We foster a vibrant and inclusive culture where you can collaborate with talented colleagues to create innovative solutions and have impact for colleagues, clients, and communities.