Paraplanner

Location:

South Co. Dublin

Job Type:

Permanent / Full Time

Sector:

Life and Pensions

Salary:

€50,000 - €60,000

360 Search are working alongside an established Insurance & Financial Services Intermediary Firm, that due to internal movement and progression are seeking a well-experienced Paraplanner or Senior Life & Pensions Administrator to join their Team.
  
This position will be well suited to individuals with existing experience gained in a Brokerage environment, the successful individual will be closely supporting the Head of Life & Pensions plus one other Financial Advisor, across pre and post Financial Advice.
  
Key Responsibilities:

  • Prepare and maintain detailed client files, ensuring all necessary documentation is complete and up-to-date.
  • Assist Financial Advisors in gathering and organising client information and financial data.
  • Conduct in-depth research on investment products, market trends, and financial planning strategies.
  • Assist Financial Advisors to make recommendations based on the financial goals and risk tolerance of clients.
  • Prepare detailed reports and presentations for client meetings, summarising financial plans and investment strategies.
  • Collaborate with Financial Advisors to ensure all client-facing materials are accurate and professional.
  • Ensure all client interactions and financial plans comply with regulatory requirements and industry standards.
  • Maintain accurate records of all client communications and financial transactions.
  • Provide administrative support to Financial Advisors, including scheduling client meetings, preparing meeting agendas, and managing follow-up tasks.
  • Assist with client onboarding and account management activities.

Qualifications and Experience:

  • Over 5 years experience in a similar role i.e. Paraplanner or L&P Administrator within a Brokerage environment.
  • Relevant industry qualification(s) (e.g., QFA, RPA) etc.
  • Strong knowledge of financial planning principles, pensions, investment products, and market trends.
  • Excellent analytical skills with the ability to conduct detailed research and analysis.
  • Highly organised with strong attention to detail and accuracy.
  • Proficient in using CRM system along with Microsoft Office
  • Experience using Financial Planning software/tools are desiable
  • Excellent communication and interpersonal skills
  • High level of professionalism, integrity, and ethical conduct.

What We Offer:

  • Competitive salary
  • Employer Pension & Risk Cover
  • Hybrid working and flexibility
  • Collaborative and dynamic work environment with a focus on innovation and excellence.
  • Professional development and continuous learning opportunities.

HOLLY RAILES

Associate Director

Can’t find the job you’re looking for? Let us know!
Upload Your CV

Other Jobs