Position: Financial Planner Location: Limerick Position Type: Full-Time Reports to: Head of Financial Planning
Liaise with Private Client Managers to provide clients with personalised long-term financial plans.
Metis Ireland is one of Ireland’s leading Financial Planning firms. We put our clients and their families at the heart of everything we do and help them achieve their dreams, goals and aspirations. We aim to give all of our clients world-class service and to continue to innovate in the financial planning space. We know full well that we need a world-class team in order to do this. We have big plans for expansion in 2020 and beyond and are looking for the right people to share this journey.
If you want to be part of a team of expert financial planners and want help make a difference in what you do every day by helping families achieve their goals and make better decisions, then we want you on our team.
Essential Functions and Duties:
Analyse financial and personal information obtained from clients to determine strategies for meeting their financial objectives.
Building long-term holistic financial plans for our clients and their families.
Presenting plans alongside private client managers to clients.
Preparing written recommendations and statements of suitability in line with the Metis Ireland house view.
Gathering information: observing, receiving, and otherwise obtaining information from all relevant sources
Establishing and maintaining interpersonal relationships — developing constructive and cooperative working relationships with others, and maintaining them over time
Evaluating information to determine compliance with standards — using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
Answer clients’ questions about the purposes and details of financial plans and strategies.
Review clients’ accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
Prepare or interpret for clients’ information such as investment performance reports, financial document summaries, or income projections.
Investigate available investment opportunities to determine compatibility with client financial plans.
Any other ad-hoc duties as assigned
QFA and RPA qualifications
2+ years’ experience in similar role.
Functional use of Microsoft applications (Word, Excel, PowerPoint).
Familiarity with CRM system (Tishkint preferred but not essential).
Familiarity with financial analysis software (Voyant preferred but not essential).
Customer and personal service experience; knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
English language; knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Compliance and governance; knowledge and adherence to CPD, MCC and F&P requirements.
Clerical; knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other office procedures and terminology.
Membership of LIA or IOB.
Integrity — Job requires being honest and ethical.
Dependability — Job requires being reliable, responsible, dependable, and fulfilling obligations.
Attention to detail — Job requires being careful about detail and thorough in completing work tasks.
Concern for others — Job requires being sensitive to others’ needs and feelings, and being understanding and helpful on the job.
Persistence — Job requires persistence in the face of obstacles.
Analytical thinking — Job requires analysing information and using logic to address work-related issues and problems.
Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
Initiative — Job requires a willingness to take on responsibilities and challenges.
Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace.