Paraplanner | Permanent | Hybrid/Dublin (Flexible)
Our client is a leading Financial Services organisation, and they are looking for a motivated and experienced Paraplanner to join their dynamic financial planning team. If you're passionate about holistic lifestyle financial planning and have the skills and experience to support financial planners in providing tailored solutions for clients, we'd love to hear from you! Excellent benefits on offer.
Key Responsibilities:
- Assist financial planners throughout the financial planning process.
- Identify strategies to help clients achieve their financial goals.
- Support financial planners with annual reviews and updates.
- Attend client meetings alongside financial planners, providing support as needed.
- Critically analyze information provided by clients, planners, and third parties.
- Conduct research, analysis, and critique of financial planning aspects (investments, pensions, etc.).
Skills and Experience:
- Minimum qualification of Qualified Financial Advisor (QFA).
- CFP designation is desirable or a willingness to pursue the CFP certification.
- Experience in the financial services sector, particularly in client-facing roles.
- Previous experience as a paraplanner or assisting in the creation of financial plans.
- In-depth knowledge of the financial planning process.
- Strong team player with the ability to work collaboratively.
- Proficient in Microsoft Office, Excel, and Outlook.
- Flexible and adaptable with a keen attention to detail.
- Familiarity with Wealthtrack and Voyant is a distinct advantage.
If you are a dedicated professional who values a holistic approach to financial planning and are looking to make a positive impact, apply today to join a supportive and forward-thinking team!
