Financial Planning Assistant - Graduate Opportunity

Republic of Ireland, Dublin, Dublin South
£20145.60 - £20985 per annum
27 Nov 2018
25 Dec 2018
JN -112018-37705
Aisling Maher
Contract Type
Full Time
Adecco are recruiting on behalf of our client who is a leading firm of Pension and Investment Consultants. They assist individuals, business-owners and families to establish their financial goals and work towards achieving these.

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.