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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 Limited (Fisher Investments Ireland) is regulated by the Central Bank of Ireland as an investment firm and is a subsidiary of Fisher Asset Management Limited, trading as Fisher Investments; a privately-held discretionary investment management firm for high net worth private clients and some of the world's largest institutions with over $ 100 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 across 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 reviewing Irish pensions, cash flow planning and providing suitability and transfer 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 proposal for prospective clients with a primary focus on the suitability of the transfers meeting a client’s long term objective ensuring adherence to regulatory and legal requirements.
  • 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 investment 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
  • Strong knowledge and experience in providing advice on various pension types
  • 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.

 

To help our employees meet their long-term goals, we offer an array of benefits, including:

 

  • 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
  • Our supplemental medical provider, Irish Life Health, covers a range of conditions.
  • Dental coverage through DeCare and 100% reimbursement for general and preventative care
  • 28 days annual leave, increasing to 30 after five years of service, with ability to purchase up to 3 additional days.
  • A supplemental retirement pension to employees. 9% company pension contribution with an additional company match up to 5%
  • Monthly gym subsidy.
  • A supportive, collaborative working environment
  • Employee appreciation events 
  • Ongoing training and educational support

 

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!

 

By applying, you are consenting that the information on your public profile, CV, resume, and any other information you submit to us can be saved in our database for the purpose of considering you for current and future job opportunities. You may withdraw this consent at any time by emailing CandidateInfo@fisherinvestments.co.uk. Your information will be used for the purpose of considering you for employment in accordance with our privacy policies at https://www.fishercareers.com/?site_type=INT#footer_privacy

 

FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER

 

*Employees responsible for taxes

 

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