Financial Planner Limerick
- Recruiter
- The Andersen Partnership
- Location
- Limerick
- Posted
- 17 Apr 2018
- Closes
- 18 May 2018
- Job role
- Accountant
Financial planning company based in Limerick has an opening for a Financial Planner to join their team. The ethos of this company is to build on the client relationship and to offer the best service and advise possible. Responsibilities as Financial Planner: Prepare financial plans for clients with regards to Investments, Pensions & Protection products for their specific needs, and lifestyle Present Financial Plans and make recommendations to the client based on their circumstances Provide ongoing servicing of clients' financial needs Research investment opportunities Develop and maintain relationships with clients, key providers and professional service firms Requirements: QFA/ RPA qualified CFP qualified or an interest to pursue Primary Degree or Master's Level Qualification 3 years experience in a Financial Planning role Proficiency in MS Word, Excel, Outlook and PowerPoint Self-motivated - capable of working on own initiative as well as part of a team For further information APPLY HERE or call Niamh Patton on 01 6991793.
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