Paraplanner

Location:

Dublin

Job Type:

Permanent / Full Time

Sector:

Life and Pensions

Salary:

€42,000 - 50,000

Our client is seeking an experienced and detail-focused Paraplanner to support their growing Financial Planning team. The ideal candidate will play a critical role in preparing and reviewing financial advice documentation, conducting product and fund research, and supporting their Financial Advisors in delivering outstanding service to clients.
 
Main Duties and Responsibilities

  • Assist Financial Advisors in the preparation of client reports and financial planning recommendations
  • Conduct product, fund, and provider research
  • Produce accurate and compliant suitability reports and documentation
  • Maintain up-to-date client records in line with compliance and GDPR guidelines
  • Liaise with product providers and follow up on outstanding queries
  • Support with case tracking and application processing
  • Stay up to date with regulatory and legislative changes affecting financial advice
  • Contribute to process improvement and operational efficiency across the Financial Planning team

 
Skills and Experience Required

  • QFA qualified (or working towards full qualification with at least APA in Investments and Pensions)
  • At least 2 years of experience in a Paraplanner or Financial Planning support role
  • Strong technical knowledge of life assurance, pensions, savings and investments
  • Excellent written communication and report writing skills
  • Meticulous attention to detail
  • Ability to work independently and as part of a team
  • Proficiency in MS Office, CRM systems, and in particular Voyant experience
  • Strong organisational and time management skills
  • Professional approach and client-focused mindset

KATE CORCORAN

Life, Pensions and Investments Recruitment Consultant

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