Financial Planning Administrator

Job Ref: FP PAA

Industry Sector: Finance & Accountancy

Location: D 4

Type: Permanent

Salary: DOE

Contact: David Dooley


Job Description

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Cordant People are on the look out for a Financial Planning Administrator to join an exciting team of experts.

The details of the role of senior Financial Planning Administrator / Paraplanner are set out below:

 

Essential Skills / Attributes

  • Technical, accurate, diligent and analytical
  • Work to tight deadlines
  • Flexible and ability to multi-task
  • Detail oriented
  • Client focused
  • Organised
  • Self Starter
  • Work under Pressure
  • Ability to follow procedures / processes

 

 

Duties & Responsibilities

 

  • Technical Analysis
  • Client interaction
  • Preparation of suitability statements
  • Compliance procedures
  • New business processing
  • Investment fund analysis & research
  • Analysis of existing client arrangements
  • Report preparation
  • Manage client queries

 

 

Requirements

  • Experience working at a Brokerage firm, financial institutions or Life Office.
  • Technical knowledge of insurance, pensions & investment products
  • General knowledge of investment markets;
  • Computer / IT skills
  • Numeric skills
  • Strong customer service focus

Apply now by emailing your CV to david.dooley@cordantpeople.ie or call 016704488

 

 



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