Osborne Recruitment is currently seeking a motivated and detail oriented Junior Financial Planner on behalf of a growing Financial Services organisation specialising in Personal Financial Planning and Wealth Management. This is an excellent opportunity for someone early in their career to join a professional financial planning team and develop the skills required to become a fully qualified Financial Planner. You will support Financial Planners in delivering a high quality financial planning service to clients while gaining valuable industry experience.
For You:
Location: Dublin
Salary: €30,000 – €40,000 (DOE)
Job Type: Permanent
Key Responsibilities
Attend client meetings and prepare meeting notes
Assist with onboarding and documentation for new clients
Prepare Letters of Authority and other client documentation
Liaise with life assurance companies to progress client cases
Identify clients due for review meetings and assist with scheduling
Track outstanding documentation and client information
Participate in internal pipeline and case review meetings
Support Financial Planners with administrative and operational tasks
Requirements
Strong organisational skills
Excellent written and verbal communication skills
Strong attention to detail
Ability to manage multiple tasks and priorities
Interest in pursuing professional qualifications (APA / QFA)
For more information, please apply through the link provided for the attention of Brendan Rogers or call Osborne Recruitment on 01 638 4400 If you are interested in finding out more about the above role and would like to be considered for this or other suitable roles that we may have available for your skill set – please attach your CV via the link provided. Please submit your updated CV in Word Format If you are living in Ireland and hold a VALID WORK PERMIT, we would love to hear from you, if however, you do not hold a valid work permit unfortunately we will not be in a position to assist you with your job search. Osborne are proud to be an Equal Opportunity Employer.
