Paraplanner - Cork Based Opportunity
Morgan McKinley is delighted to be partnering with a highly respected and admired Cork-based company in the recruitment of a Paraplanner. This is an exceptional opportunity to join a growing firm that actively encourages and supports career development.
Key Responsibilities:
- Ensure an uncompromisingly high-quality experience for all clients.
- Support Private Client Advisers with pre- and post-client meeting preparation and administration.
- Work with Private Client Advisers to ensure all client files remain fully compliant with regulations.
- Collaborate with the Head of Department or Director to manage new client engagements.
- Issue and follow up on Letters of Authority, collate client data, and evaluate existing products and investments.
- Assist the adviser in identifying new opportunities appropriate for the client's profile.
- Partner with the Financial Planning Team to prepare cashflow modelling and analysis.
- Contribute to client reviews to ensure investments align with goals and identify realignment strategies as circumstances change.
- Produce and collate new business quotations.
- Attend client meetings with Private Client Advisers where appropriate.
- Act as a secondary point of contact for clients, specifically regarding data gathering and driving opportunities to completion.
- Maintain strong working relationships with the wider Wealth Management team to ensure high delivery standards.
- Assist in developing process flows across the client services and advisory teams.
Skills and Qualifications:
- QFA Certified (minimum requirement).
- CFP qualification (or working toward it) is a distinct advantage.
- Excellent data analysis and research capabilities.
- Strong numerical ability with a high level of precision and attention to detail.
- Working knowledge of cashflow modelling software an advantage.
- Minimum 2-4 year's industry experience.
