Financial Planner
Dublin 4
€50K + bonus
Are you ready to take your career in financial services to the next level? This hugely successful financial advisory organisation are expanding and are looking for a talented, driven individual to join their expert team as a
Financial Planner
. There is ample opportunity to progress within this role
Your Role:
You'll work closely with their Financial Advisors to:
* Prepare New Business proposals
* Manage client profiles and information requests
* Ensure accuracy in Annual Portfolio Reviews
* Assist with client queries and serve as an alternative contact when Advisors are unavailable
* Attend select client meetings and contribute to ad-hoc projects
It is expected you have a minimum of 4 years' experience in financial services with a QFA qualification. Very Client-focused, detail-oriented, and proactive with strong knowledge of MS Office, especially Excel and Word
Apply today for immediate consideration