Paraplanner

About the Role

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

Key Responsibilities

• Collect, review, and assess client data to confirm accuracy and completeness.
• Explore and evaluate appropriate financial products related to pensions, investments, and protection.
• Compile compliant and clear suitability reports along with necessary documentation.
• Assist in crafting financial strategies tailored to client goals.
• Use cashflow modelling tools to underpin recommendations when relevant.
• Communicate with providers and external parties to gather required information.
• Maintain precise client records adhering to regulatory compliance guidelines.
• Contribute to ongoing client support, including preparation for annual reviews.

Essential Qualifications and Experience

• Diploma or Qualified Financial Advisor (QFA) certification or an equivalent qualification is preferred.
• Prior experience in paraplanning or a supporting role within financial services.
• Strong understanding of financial planning products and procedures.
• Meticulous attention to detail paired with analytical capabilities.
• Effective report writing skills and strong written communication.
• Capacity to efficiently manage workloads and meet deadlines.
• Proficiency with financial planning software and systems.