Financial Planning Assistant - Graduate Opportunity
The ideal candidate will have the following skills and qualifications:
Honours Degree in Business, Finance or other relevant discipline.
Excellent numeric ability and exceptional attention to detail.
Ability to communicate verbally and in writing to concise and excellent standards.
Excellent interpersonal skills and the ability to relate to and build relationships with clients (business owners, senior executives, self-employed and employees).
A keen interest in all matters relating to financial services.
Knowledge of the products available in the Irish market to address personal, family and business protection and pre- and post-retirement planning needs.
Key responsibilities will include:
Under the guidance of a Senior Financial Planning Advisor, you will be responsible for:
Information gathering at initial discussion meeting with clients.
All related administration actions following these meetings.
Assist in the analysis of planning data and presentation of findings and recommendations to clients.
This is an excellent opportunity for a Graduate who has a keen interest in developing a career in financial services. The position is based in Dublin.
If you would like more information please contact
Adecco Ireland is acting as an Employment Agency in relation to this vacancy.
Apply for Financial Planning Assistant - Graduate Opportunity
Already uploaded your CV? Sign in to apply instantly
* This is information that gets special protection under our privacy laws. It is information about your race or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership, health, genetic or biometric details, sex life and details of any criminal convictions or similar you may be subject to.
♦ The business of the Adecco Group UK & Ireland is transacted via a number of differently branded trading entities, as follows: Adecco UK Limited, Adia Technology Limited, Modis International Limited, Badenoch and Clark Limited, Ajilon (UK) Limited, Office Angels Limited, Penna plc, Pontoon Europe Limited, Roevin Management Services Limited, Spring Technology Staffing Services Limited.