Para Planner

360 Search

Full Time


Position: Para Planner
Company: 360 Search
Location: Dublin
Contact: Derek Fitzgerald
Contact Email: dfitzgerald@360search.ie
Date Posted: 13th June 2018
360 Search

Job Specification:

Our client provides specialist advice on pensions, investments & inheritance planning to some of Ireland’s leading professionals and entrepreneurs.  They have been in business for more than 30 years and provide advice on over €300 million funds under management. They are regulated by the Central Bank of Ireland.

 

 

Responsibilities

  • Working closely with the Managing Director and the Sales Director, the Paraplanner will attend client meetings, prepare Financial Plans and complete Annual Client Portfolio Reviews.
  • Managing a portfolio of smaller Private Clients in accordance with pre-agreed service levels.
  • Acting as Financial Advisor to your clients.
  • Preparing Annual Portfolio Reviews for these clients.
  • The candidate should have at least 2 years’ experience in the Financial Services industry.
  • QFA or equivalent qualification.
  • Client service focus with specific attention to detail.
  • Excellent organisational skills and time management.
  • Has the ability to prioritise multiple tasks and take initiative, when required.
  • Strong written and verbal communication skills.
  • Strong knowledge of MS Office applications – Word, Excel, Access & Outlook.
  • Ability to work in a team environment.

 

Characteristics & Skills required

  • The candidate should have at least 2 years’ experience in the Financial Services industry.
  • QFA or equivalent qualification.
  • Client service focus with specific attention to detail.
  • Excellent organisational skills and time management.
  • Has the ability to prioritise multiple tasks and take initiative, when required.
  • Strong written and verbal communication skills.
  • Strong knowledge of MS Office applications – Word, Excel, Access & Outlook.
  • Ability to work in a team environment.

Please respond with your Curriculum Vitae, in the strictest confidence, to:

Derek Fitzgerald
360 Search
360 SEARCH
The Garrison
31-32 Leeson Street Lower
Dublin 2

dfitzgerald@360search.ie


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