Paraplanner

About the Role

Our client, a reputable and expanding wealth management brokerage in Cork, is seeking an experienced Paraplanner. This role offers the chance to join a professional, client-centered firm where you will contribute significantly to delivering customized, high-quality financial advice.

Key Responsibilities

• Collect and scrutinize client data to ensure accuracy and completeness.
• Investigate appropriate financial products including pensions, investments, and protection solutions.
• Draft clear, compliant suitability reports along with all necessary documentation.
• Contribute to formulating financial plans that meet client goals.
• Employ cashflow modelling software to underpin recommendations as needed.
• Coordinate with providers and external parties to retrieve necessary information.
• Keep client records updated and compliant with regulatory standards.
• Assist with ongoing client servicing tasks such as preparing annual reviews.

Candidate Requirements

• Possession of a Diploma, QFA, or an equivalent qualification is preferred.
• Prior experience in paraplanning or a support role within financial services.
• Robust technical understanding of financial planning products and advisory procedures.
• High level of attention to detail coupled with strong analytical capabilities.
• Excellent written communication skills, particularly in report writing.
• Ability to prioritize tasks and manage workload to meet deadlines effectively.
• Familiarity with financial planning software and systems.