We are currently seeking to recruit a dedicated and detail-orientated Financial Services  Paraplanner for our growing Financial Services team. You will play a critical role in supporting  the Financial Services Consultants by conducting research, preparing financial plans, and  ensuring all recommendations align with the client’s goals. 

Responsibilities 

• Identify areas for planning along with the Financial Services Consultant.
•  Review investment portfolio, asset allocation and risk profile. 
• Undertake research both independently and with the Financial Services Consultant to  identify suitable solutions to meet clients’ needs. 
• Prepare information and comparisons for analysis by the Financial Services  Consultant. 
• Prepare draft recommendation reports to be discussed/signed off by the Financial  Services Consultant. 
• Prepare suitability letters in accordance with the agreed recommendations.

The Ideal Candidate 

• Hold a QFA qualification. 
• 5 years’ experience in the industry. 
• Working knowledge of insurance company investment funds and performance.
•  Attention to detail.
•  Excellent interpersonal and communication skills.

Benefits

• PRSA Contributions
• Permanent Health Insurance
• Life Assurance
• Maternity Benefit
• Paternity Benefit
• Parent’s Benefit
• Institute Membership Fees
• Exam & Study Leave
• Personal Insurance Discounts
• Exam Financial Support
• Taxsaver Travel Pass Scheme
• Learning & Wellness Hub

If you feel this is the right opportunity for you, please email your CV to [email protected].

Charles McCarthy Insurances Ltd. is an equal opportunities employer.
Charles McCarthy Insurances Ltd. t/a McCarthy Insurance Group is regulated by the Central Bank of Ireland.