Paraplanner

Paraplanner - Permanent - Dublin / hybrid

Our client is a well-established financial planning and wealth management firm that provides holistic life, pension, and investment advice to individual and corporate clients across Ireland. They pride themselves on offering expert, client-focused financial guidance supported by cutting-edge technology and a collaborative team environment.

The Role

This is an excellent opportunity for an experienced Paraplanner or Sales Support professional to join a growing and forward-thinking financial advisory firm. Working closely with the advisory team, you will play a key role in supporting the presale process, enhancing the client experience, and ensuring compliance with regulatory requirements.

Key Responsibilities:

• Support the advisory team in ensuring the presale process is consistently followed.

• Liaise with clients throughout the process, assisting with the collection and preparation of required documentation (e.g. Statements of Suitability, compliance documents).

• Partner with Financial Advisors to plan lead generation and actively review clients.

• Identify opportunities to enhance the client experience using CRM and IT tools.

• Liaise with life companies and the sales team to keep advisors up to date on market and product changes.

• Support management in providing product and fund performance information to the team.

• Maintain accurate CRM sales pipeline data and assist in reporting.

• Ensure compliance with Central Bank regulations and internal procedures.

• Assist with cashflow modelling (Voyant) and client meeting preparation where required.

• Identify cross-referral opportunities for clients to other business areas.

The Requirements

• Demonstrable experience in the Life & Pensions broker industry.

• Previous experience in a Paraplanner or Sales Support role.

• QFA qualified (or exams completed).

• Knowledge of financial products, markets, and compliance practices.

• Experience with Voyant or similar cashflow modelling software.

• Strong IT proficiency, particularly in Excel and CRM systems.

• Excellent organisational skills and the ability to manage multiple priorities.

• Collaborative team player with a proactive and professional approach.

The Package

• Competitive salary (DOE)

• Pension, life cover, and income protection (after probation)

• VHI contribution

• Education support for ongoing professional development

• Employee wellness programme

• Hybrid working structure after initial induction period