Paraplanning Manager | Permanent | Dublin - 1 day in office, 4 remote
Are you a passionate financial planning professional who thrives in a collaborative and forward-thinking environment?
Our client is a leading Financial Services company experiencing substantial growth. They are hiring for a Paraplanning Manager who takes a client-focused, holistic financial planning approach.
Responsibilities:
- Build and lead a high-performing paraplanning team working closely with Financial Planners.
- Drive and manage team objectives in alignment with wider company goals.
- Design and implement efficient processes to boost productivity and ensure regulatory compliance within the Plaing team.
- Act as a key liaison between the paraplanning and planning teams to ensure consistency across the business.
- Support the development of the team through training and ongoing professional development.
- Attend and contribute to client meetings, providing ongoing relationship management.
- Ensure high-quality and consistent output across the planning team, establishing a centre of excellence.
- Build financial plans using our cash flow modelling system and prepare client reports post-meeting.
Requirements
- Proven experience leading and managing a team within a financial planning environment.
- Familiarity with Voyant and WealthTrack is highly advantageous.
- Strong problem-solving skills and ability to quickly adapt to a dynamic role.
- Excellent interpersonal skills with the ability to build strong relationships across teams.
- High attention to detail with a strong analytical mindset.
- Outstanding verbal and written communication skills.
