Description:
Exciting opportunity to join a dynamic, client-focused financial planning firm in Killarney, dedicated to providing personalized financial solutions. As an experienced, skilled, and detail-oriented Paraplanner, with a passion for financial planning, you will deliver high-quality support to our financial advisor, playing a key role in ensuring exceptional client service and operational excellence.
In this role, you will be instrumental in supporting the financial advisor by preparing comprehensive financial proposals and quarterly reviews, conducting thorough research, and ensuring compliance with relevant industry regulations and standards
Key Responsibilities:
• Prepare and review financial planning reports and recommendations
• Conduct research and analysis on financial products, investment products and strategies, tax strategies, and pension schemes
• Liaise with financial advisor and admin staff to gather necessary information
• Ensure all reports and advice comply with regulatory requirements
• Assist in the development and review of financial planning strategies
Maintain accurate client records and documentation
Requirements:
- Machine Learning Methods
- Aws
Educational Requirements:
• BCOM (HONS) FINANCIAL MANAGEMENT
Skills & Experience Required:
• Minimum of 2 to 5 years’ experience in a Paraplanning role
• Strong knowledge of financial planning, investments, pensions, and tax regulations.
• Proficiency in financial planning software (e.g. Xplan, Excel etc.).
• Excellent analytical, organizational, and communication skills.