Paraplanner
Part time - Dublin Blackrock
Our Blackrock, Dublin client are seeking a financial administrator/paraplanner to join their team of 8.
Full training will be provided, any understanding of working with financial institutions, mortgages, pensions etc are a bonus but more importantly here, they require a strong administrator with excellent attention to detail to come in and support the team.
Assisting financial planners throughout the financial planning process
Support financial planners with annual reviews
Process customer requests and administration accurately and within agreed service levels.
Look at internal processes in house and propose ways of improving how things are done
Attend client meetings with financial planners
Research, analyse and critique of financial planning aspects (investments, pensions, etc.)
Skills and experience:
Experience dealing with external clients/customers a bonus
Knowledge of the financial planning process
Ability to work as part of a team
Proficiency in Microsoft Office, Excel,
Ability to be flexible and adaptable
Key Personal Competences
Customer Focus
Teamwork
Planning & Organising
Positive Attitude
Job Type: Part-time
Pay: €18.00-€21.00 per hour
Expected hours: 18 – 25 per week
Schedule:
Flexitime
Monday to Friday
Experience:
Administration: 3 years (required)
Work Location: In person
Job Types: Part-time, Permanent
Pay: €19.00-€23.00 per hour
Expected hours: 20 – 25 per week
Benefits:
Flexitime
Work from home
Schedule:
Monday to Friday
Work Location: Hybrid remote in CO. Dublin, CO. Dublin
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