Ireland Job Openings

McCarthy Insurance Group

Financial Services Paraplanner

Cork

FULL TIME

October 11, 2024

We are currently seeking to recruit a dedicated and detail-orientated Financial Services Paraplanner for our growing Financial Services team. You will play a critical role in supporting the Financial Services Consultants by conducting research, preparing financial plans, and ensuring all recommendations align with the client’s goals.
Responsibilities

Identify areas for planning along with the Financial Services Consultant.
Review investment portfolio, asset allocation and risk profile.
Undertake research both independently and with the Financial Services Consultant to identify suitable solutions to meet clients’ needs.
Prepare information and comparisons for analysis by the Financial Services Consultant.
Prepare draft recommendation reports to be discussed/signed off by the Financial Services Consultant.
Prepare suitability letters in accordance with the agreed recommendations.

The Ideal Candidate

Hold a QFA qualification.
5 years’ experience in the industry.
Working knowledge of insurance company investment funds and performance.
Attention to detail.
Excellent interpersonal and communication skills.

Benefits

PRSA Contributions
Permanent Health Insurance
Life Assurance
Maternity Benefit
Paternity Benefit
Parent’s Benefit
Institute Membership Fees
Exam & Study Leave
Personal Insurance Discounts
Exam Financial Support
Taxsaver Travel Pass Scheme
Learning & Wellness Hub

Charles Mc Carthy Insurances is an equal opportunities employer.
Charles Mc Carthy Insurances Ltd. t/a Mc Carthy Insurance Group is regulated by the Central Bank of Ireland.
Job Type: Full-time
Pay: €45,000.00-€50,000.00 per year
Benefits:

Employee discount

Schedule:

Day shift
Monday to Friday

Experience:

Financial Services: 5 years (preferred)

Work Location: In person

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