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Zurich

Financial Planning Support Consultant

Zurich

  • Dublin
  • Negotiable
  • Permanent full-time
  • Updated 23/12/2012
  • Kayleigh O' Shea
this job is expired
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Description

Financial Planning Support Consultant

 

The Role
To work within a Financial Planning structure to provide support for our financial planners in providing financial plans for existing and new clients.

Key Accountabilities
-Provide top class support to Financial Planners in providing financial planning and services to clients.
-Must be totally knowledgeable on the company’s products.
-Produce specific presentations and all relevant documentation/packs for use by the planners in meeting clients
-Organise sample PowerPoint presentations to be drafted for all products/lines of business
-Organise ‘bank’ of documents required for use by the team and organise sales packs to be available for all planners
-Organise for these presentations and documents to be made available to all planners and ensure that these are updated regularly
-Organise monthly presentations to the team from relevant speakers, e.g. Investments, Underwriting, Claims etc.
-Co-ordinate reports from Wealthtrack for management
-Must provide weekly and monthly reports in respect of all activities.
-Must demonstrate a willingness and appetite for working in a structured, organised fashion in line with Industry best practice, for e.g. Time management, diary management etc.
-Must have the capabilities and disposition to operate as a team player.

Skills and Experience
Tecnhical Competencies
-Relevant experience in a market facing sales role.
-Strong academic background with relevant business or financial services qualifications, QFA certification or equivalent industry qualification is necessary.
-Good knowledge of pensions, protection, investment and financial services products available on the market.
-Good working knowledge of Microsoft Office products: PowerPoint, Word, Excel.

Non Technical Competencies
-Excellent interpersonal and communication skills
-Have good accuracy and attention to detail.
-Be well organised and capable of working to tight deadlines
-Ability to communicate effectively both verbally and in writing





To apply for this position please click here

Ref: IR00738_1355151922
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