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FINANCIAL PLANNER FTC WX

FINANCIAL PLANNER FTC WX

Job Overview

Job Ref No.:814 FP WX
Job Title:FINANCIAL PLANNER FTC WX
Location:Wexford
Job Type:Permanent
Salary:Negotiable
Experience RequiredMust have an in depth knowledge of Pension Products - 2+ Years
Qualifications RequiredQFA qualification and industry experience
Start Date30/01/2019

Job Description

Key Responsibilities and Requirements

Absolutely Essential :
QFA qualification and industry experience
Excellent knowledge of all pension products, including personal pensions, executive pensions, AMRF/ARF, Buy Out Bonds and Retirement Options Available


• Excellent knowledge of all investments and savings plans
• Review existing investment, savings, and pension plans, including fund performance, charging structures and put recommendations together for alternative plans available from the companies with whom we have agencies ensuring adherence to compliance regulations and standards.
• Provide clients with updates on the performances of their pension/investment/savings portfolios
• Process payments, withdrawals and policy changes for clients
• Ensure customer queries are answered to their satisfaction.
• Complete risk analyses.
• Keep up to date with the latest legislation and newest products on the market.
• Has ethical attitude to work.
• Capacity to explain complicated information so that it becomes easy to understand.

Visa Compliance

Due to the urgency of this vacancy, our client is unable to go down the route of work permits, visas, sponsorships. It is therefore essential that all candidates have full authority to work in Ireland.

To Apply