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Paraplanner

Morgan Mckinley
Posted: 1 November
Offer description

Paraplanner | Permanent | Dublin - HybridExcellent 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 have genuine opportunities for career progression..The RolePartner with the Financial Advisory team in order to best service clients.Process new business applications in Pension, Investments, and Protection productsDeal 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 application/s.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,The PersonQFA qualified or part-qualifiedPensions, Investments and Protection product knowledge requiredExcellent communication skillsHighly motivated, proven ability to exceed targetsStrong knowledge on the application of the Consumer Protection Code 2012 in a financial services firm

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