Paraplanner

Paraplanner

A highly respected, boutique wealth management firm based in South Dublin is now seeking a skilled Paraplanner to join their team in a newly created position.

This is a brand new, full-time permanent position with a firm famous for their development opportunities - and comfortably providing one of the best working environments in the market.

The Rewards:

As the successful Paraplanner, you will receive the following:

• €50,000 - €60,000 (depending on experience) + bonus
• Vhi - Health and Dental
• DIS
• Free parking
• Professional development opportunities (qualifications, certifications)

The Role:

As the successful Paraplanner, you will play a key role in:

• Working closely with two senior financial advisers in preparing financial plans for varied HNW clients
• Creating & delivering high quality advice to clients
• Prepare cash flows for clients
• Attend client meetings
• Prepare meeting notes & conduct research
• Liaise with key stakeholders to deliver income objectives
• Aiding in the onboarding of new clients
  

The Person:

The successful Paraplanner will meet the following criteria:

• QFA qualification is essential
• Experience in dealing with HNW clients within financial services / wealth management environment
• Working knowledge / understanding of pension and life products
• Experience in liaising/working with insurers
• Ability to thrive in a small-team setting
• Strong report writing experience
• Strong IT skills
  

To speak in absolute confidence about this Paraplanner opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group +442896935531

Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs www.mcsgroup.jobs

MCS Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation, if you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please contact us and we will endeavour to facilitate the request.

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