Financial Services Jobs

Jump back

Paraplanner (Part Time)

Type Permanent

Salary Negotiable

Location Cork City

Ref # 3910

Apply now!

Barden are delighted to be working with a wealth management firm in Cork City who are looking for a part time business administration support to join their team. You will act as a ket support function on the team.

‘The ideal person for this role will be experienced, knowledgeable and an independent worker.’ Managing Director

ABOUT THE ROLE

  • Process new business from inception to completion stage.
  • Management of business pipelines using the CRM systems. (Moneyadvice, Voyant)
  • Liaising with insurance and investment companies in processing business pipelines.
  • Preparing policy schedule reports for pre planning meetings.
  • Monitoring compliance documents with procedures already in place.
  • Compiling documentation required for planning meetings with clients.

ABOUT THE PERSON

  • QFA preferred, and understanding of the industry.
  • Experience in banking, accountancy or other financial services
  • Be interested in helping our clients and dealing with people.
  • Good telephone manner and letter writing skills essential.
  • Strong working knowledge of MS Office package.
  • Be well organised and capable to work independently.

image

Barden’s Financial Services recruitment practice is where FS professionals go before they start looking for a job. Make sure you get expert advice about your financial services career from Barden first – your future is just too important to leave to chance.

Apply now to this job

Working with Fionnán’s team
Fionnán O’Sullivan leads a team of insurance, asset management and banking recruitment experts that work exclusively with financial services professionals across Ireland. With a deep understanding of leading FS businesses, team structures, cultures and the nuances of the FS market, Fionnán and his team, many of whom are FS trained themselves, go to great lengths to provide a consultative and supportive service to the people they work with. Fionnán and his team are where financial services professionals in Ireland go for advice before they start looking for a job.

    Apply with your CV

    By submitting your CV application you consent to your data being used as outlined in our Privacy Policy.

    Thank you for applying to this job

    Thank you for your application. One of our expert team will be in touch in due course. In the meantime please do continue to browse our open assignments or check out some of our expert Financial Services insights in our resources area.

    You might also like

    Associate - Investment Oversight

    Dublin (All)

    €60 000 - €70 000

    View Job

    Development Underwriter

    Dublin City Centre

    Negotiable

    View Job

    Insurance Agent

    Dublin City Centre

    Negotiable

    View Job

    Risk Advisory - Consultancy - Manager

    Dublin (All)

    Negotiable

    View Job
    See All Related Jobs