Financial Planner
Gilligan Black Recruitment Ltd Dublin
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In order to work in Ireland a non-EEA National, unless they are exempted, must hold a valid employment permit.Please review the Eligibility and requirements for an employment permit if you are unsure of your eligibility to apply for this vacancy.
Job Description- 3542022705078;-6.27092981338501;Co. Dublin ,
Dublin 4
€40K + 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 requestsEnsure 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 2 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.- This vacancy is suitable for Remote/Blended working
- Sector:
- Experienced [Non-Managerial]
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