Financial Planner

  • Reference: LK46316
  • Job Type: Permanent
  • Location: Limerick, Limerick City
  • Category: Accountancy & Finance

A growing company in the Limerick area is looking for a financial planner with 3-5 years experience to join their team.

This would suit someone interested to procress in the financial planning industry who enjoys analysis but not so much the sales aspect.  

 

The Role:

  1.  Interpretation of information following financiall planning team meetings with clients. 
  2.  Preparing solutions to meet client’s lifestyle and financial goals
  3.  Experience with financial software and creating holistic financial plans. 
  4.  Support Financial Advisors in presentation of clients Financial Plans
  5.  Production of compliant recommendation reports with a view to achieving client’s lifestyle and financial goals
  6.  Work closely with administrators to ensure timely and accurate implementation of financial plans
  7.  Preparation of timely, accurate information and documentation to ensure client reviews and valuations are delivered in line with agreed service schedule
  8.  Support and develop ongoing client relationships in conjunction with the financial planning team and advisors. 

 

Key Requirements:

  1.  QFA and RPA Qualified
  2.  CFP Qualification desirable but not essential
  3.  Experience using financial planning software desirable but not essential
  4.  Between 3-5 years financial planning experience
  5.  Commitment to continuous professional development
  6.  Strong client focus
  7.  Knowledge and understanding of financial planning products, services and issues, especially in the areas of investment, pensions and protection products and the tax implications of such products
  8.  Relevant knowledge of the Irish regulatory framework
  9.  Very strong communication and presentation skills
  10.  Strong analytical, research and problem-solving skills
  11.  A strong team player
  12.  Effective time and caseload management capabilities

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Claire Normoyle

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  • Claire Normoyle
  • Recruitment Consultant
  • 061 512270
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