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Irish Senior Paraplanner - Financial Planner (2019-8375)

Dublin, Ireland
Portfolio Management
2019-8375

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Job Description

Overview

Fisher Investments Ireland is looking for a talented Senior Paraplanner or Financial Planner to join our rapidly growing Private Client Advice department. The role would suit an existing adviser looking for a modern and efficient approach to private client advice and investment management.

Fisher Investments Ireland is a subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's largest institutions with over € 90 billion AUM. Our organisation has grown significantly over the past decade and we are searching for talented and motivated candidates with advisory and pension backgrounds to join our team and help us better the financial industry in Ireland as we continue our expansion in Europe.

 

The Opportunity:

The Private Client Advice department provides regulated financial advice, recommendation proposals, and analysis to our European clients and prospective clients. In this role your primary responsibility will be to provide advice to existing and prospective clients, including Irish pension transfers, cash flow planning and suitability recommendations. The role offers an exciting opportunity for an innovative individual with experience who is keen to take ownership of their role, joining a fast growing investment firm where long standing careers can be built.

 

The Day-to-Day:

  • Review prospective clients’ existing arrangements, which can include pensions and investment accounts, to determine whether a transfer is suitable.
  • Write the financial advice for prospective clients with a primary focus on the suitability of the transfers meeting a client’s long term objective.
  • Co-ordinate with Sales and Service departments to evaluate prospect and client objectives, portfolio holdings, investment time-horizon, cash flow needs, financial situation and risk tolerance to determine a suitable benchmark recommendation
  • Working on ad hoc projects to improve the efficiency of the team.

Qualifications:

  • A University degree or equivalent combination of education/experience
  • 3+ years financial services experience required
  • QFA qualification minimum
  • Very strong understanding of financial planning principles
  • Genuine desire to provide a high standard of advice and service to clients
  • Quantitative in nature, with strong written and verbal communication
  • Extremely attentive to detail
  • Highly self-motivated
  • Excellent computer skills (MS Office applications, CRM).

Why Fisher Investments Ireland:

Fisher Investments Ireland offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognised European custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Ireland use a simple and transparent fee structure that aligns our interests with our clients’ priorities. The Fisher organisation has a long history of managing global investments and helping people reach their long-term goals and objectives.

 

The global Fisher organisation distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that’s bringing new approaches to wealth management daily!

 

The information on your public profile, CV, your application, and any other information you submit to us will be used by Fisher Investments Europe Limited (trading as Fisher Investments UK) for the purpose of considering you for employment and processing your application in accordance with our privacy policy at https://www.fisherinvestments.com/en-gb/privacy

FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER

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