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À propos
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
- Co.
Louth Our client, a highly respected and growing wealth management brokerage based in Co.
Louth, is seeking an experienced Paraplanner to join their expanding team.
This is an excellent opportunity for a motivated financial services professional to join a well-established, client-focused organisation that is committed to delivering high-quality, tailored financial planning solutions.
Working closely with Financial Advisors, you will play a key role in supporting the advice process, conducting research, preparing recommendations, and helping to ensure clients receive exceptional service and outcomes.
Requirements QFA qualification is essential.
Minimum of 4 years' experience in a Paraplanning, Financial Planning Support, or similar Financial Services role.
Strong technical knowledge of pensions, investments, protection products, and financial planning processes.
Excellent analytical skills with a high level of accuracy and attention to detail.
Strong report-writing and written communication abilities.
Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Experience using financial planning software, cashflow modelling tools, and CRM systems.
A proactive and professional approach with strong organisational skills.
Key Responsibilities Gather, review, and analyse client information to ensure accuracy, completeness, and suitability for advice recommendations.
Conduct detailed research and analysis of financial planning solutions across pensions, investments, protection, and retirement planning.
Prepare clear, comprehensive, and compliant suitability reports and supporting documentation.
Assist Financial Advisors in developing tailored financial plans aligned with clients' objectives and long-term goals.
Utilise cashflow modelling tools and financial planning software to support recommendations and client outcomes.
Liaise with product providers, compliance teams, and third-party stakeholders to obtain relevant information and documentation.
Maintain accurate and up-to-date client records in line with regulatory and compliance requirements.
Support ongoing client servicing activities, including annual reviews, portfolio reviews, and policy servicing.
Assist in ensuring all business is processed efficiently and in accordance with company and regulatory standards. xyswxtq
This role offers the opportunity to work within a supportive and professional environment, where your expertise will be valued and where you can further develop your career within a growing and successful wealth management business.
Skills: life pensions investments QFA APA
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Compétences linguistiques
- English
Avis aux utilisateurs
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