Paraplanner - Cork

New Cork Based Opportunity

Paraplanner

Key Responsibilities

• Adviser Support: Deliver end-to-end support for Private Client Advisers, including meeting prep, portfolio valuations, and post-meeting documentation.

• Client Planning: Execute goals-based planning and cashflow modelling; identify realignment strategies to ensure investments meet client objectives.

• Relationship Management: Act as a secondary point of contact, managing new client onboarding and data gathering from start to finish.

• Compliance & Admin: Maintain CRM records and compliant client files; manage Letters of Authority and new business quotations.

• Process Improvement: Collaborate with the wider Wealth Management team to enhance service delivery and internal process flows.

Skills & Qualifications

• QFA (minimum) or equivalent satisfying CBI requirements; CFP (or progress toward it) is an advantage.

• 2-4 years in the industry with a strong grasp of Irish financial products.

• High numerical ability, data analysis skills, and experience with cashflow modelling software.

• Exceptional oral and written presentation skills with strict attention to detail.

• An energetic, assertive problem-solver who thrives both independently and within a team.

• Strong work ethic with the ability to manage competing priorities without compromising quality.