Paraplanner Specialist - Dublin
* This role is a key position in our dynamic team, responsible for delivering high-quality financial planning and advice to clients.
* We are seeking a self-motivated individual with excellent interpersonal and communication skills to join our team in Dublin.
Key Responsibilities:
1. Financial Planning: Prepare detailed financial plans using cash flow modelling software (e.g., Voyant) to support client financial strategies.
2. Client Support: Assist Relationship Managers in providing technical support and capturing meeting notes during client meetings.
3. Report Writing: Draft suitability reports and advice documentation across pensions, investments, protection, and estate planning.
4. Collaboration: Work closely with Relationship Managers to ensure advice aligns with client objectives and regulatory requirements.
Personal Attributes:
* Proactive: Highly motivated and proactive individual with a commitment to delivering exceptional service.
* Interpersonal Skills: Excellent interpersonal and communication skills with the ability to build strong relationships with clients.
* Technical Knowledge: Strong technical knowledge across pensions, investments, protection, and estate planning.