Financial Planner

Dublin - Ireland

Monthly Salary: Not Disclosed

Experience Required: 1-3years

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

We are currently working with an established Wealth Management firm who are looking to hire a Financial Planner to join their team in Dublin.

Responsibilities of this Financial Planner Job:

Prepare all paperwork for new business proposals
Complete client profiles and fund switch forms
Email annual portfolio reviews for accuracy
Attend client meetings as requested
Deal with ad-hoc client queries and requests

Requirements of this Financial Planner Job:

The ideal candidate will have a minimum of 2 years experience in the financial services industry
QFA or equivalent qualification
Excellent organisational skills and time management
Strong knowledge of MS Office applications
Client focused and efficient with specific attention to detail

This is an excellent opportunity for an individual looking to progress their career in the Wealth Management space.

For more information on this Financial Planner job or to discuss the role in more detail contact Aoife Stokes at

Required Skills:

Financial Planning

Required Education:

QFA

We are currently working with an established Wealth Management firm who are looking to hire a Financial Planner to join their team in Dublin. Responsibilities of this Financial Planner Job:Prepare all paperwork for new business proposals Complete client profiles and fund switch forms Email annual po...