Our client, a boutique wealth management firm in Dublin is seeking a QFA qualified Paraplanner to provide essential support to its Directors.
This part-time role offers flexibility and the chance to work closely with a dedicated team, delivering tailored financial solutions to private cleints and SMEs.
What you'll do: Prepare detailed client files for advisor meetings Assist with client onboarding processes and documentation requirements Process applications while ensuring compliance regulations are adhered to Provide support on income distribution matters for clients Coordinate compliance reviews and activities across the firm Collaborate with advisors on financial planning tasks using Voyant software Adapt to evolving business needs and assist with payroll-related tasks What you bring: QFA qualification (mandatory) with proficiency in Voyant software Previous experience in financial services or wealth management roles Exceptional organisational skills with the ability to manage multiple priorities Strong communication skills and ability to build relationships with clients and colleagues alike Meticulous attention to detail when working with sensitive information Flexibility and adaptability in response to changing business demands Eagerness to develop professionally through ongoing training opportunities This is an ideal opportunity for an experienced paraplanner seeking a part-time position within a dynamic wealth management firm that values collaboration and professional growth.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates