Financial Planning Support Role
This is a unique opportunity to work closely with our team of financial planners, providing quality customized support to meet client needs.
* Assisting the financial planner in formulating and documenting financial plans for clients from information and instructions provided.
* Developing the ability to identify and document various strategies in a compliant, personalized, and tailored format.
* SUPPORTING FINANCIAL PLANNERS IN THE ANNUAL REVIEW PROCESS FOR CLIENTS.
* Attending client meetings with the financial planner on and off site across Ireland.
* Critically analyzing information received from planners and clients alike.
* Researching and analyzing investment funds, insurance products, and tax legislation as required.
* Aiding in the onboarding of clients.
* Assisting in projects and operational duties aligned with the Financial Planning team.
* Supporting Sales processes.
* Providing a professional service to a portfolio of external & internal clients.
Main Responsibilities:
* Formulate and document financial plans for clients.
* Identify and document various strategies in a compliant format.
* Support annual review process for clients.
* Attend client meetings.
* Analyze information from planners and clients.
* Research investment funds and insurance products.