We are currently seeking to recruit a dedicated and detail-orientated Financial Services Paraplanner for our growing Financial Services team. You will play a critical role in supporting the Financial Services Consultants by conducting research, preparing financial plans, and ensuring all recommendations align with the client's goals.
Responsibilities
1. Identify areas for planning along with the Financial Services Consultant.
2. Review investment portfolio, asset allocation and risk profile.
3. Undertake research both independently and with the Financial Services Consultant to identify suitable solutions to meet clients' needs.
4. Prepare information and comparisons for analysis by the Financial Services Consultant.
5. Prepare draft recommendation reports to be discussed/signed off by the Financial Services Consultant.
6. Prepare suitability letters in accordance with the agreed recommendations.
The Ideal Candidate
1. Hold a QFA qualification.
2. 5 years' experience in the industry.
3. Working knowledge of insurance company investment funds and performance.
4. Excellent interpersonal and communication skills.
If you feel this is the right opportunity for you, please email your CV to hr@mig.ie.
Charles McCarthy Insurances Ltd. is an equal opportunities employer.
Charles McCarthy Insurances Ltd. t/a McCarthy Insurance Group is regulated by the Central Bank of Ireland.
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