What can you expect: We are seeking a talented individual to join our Private Wealth Team at Mercer Ireland with the role based in either Cork or Dublin. The Private Wealth Team are part of the Wealth business in Mercer. They provide holistic financial planning to individuals and members of corporate organisations for fee and/or commission. The advice ranges from pension planning for retirement to recommending suitable life assurance to choosing the most suitable ARF, annuity, savings or investment arrangement for their funds. The paraplanner role will involve writing recommendation reports for individual clients based on consultant's factfinding questionnaires and take responsibility for ensuring that best advice is provided to clients. The paraplanner will also provide recommendations for client reviews and assist in the selection of preferred products/funds by our Product Review Group. We will count on you to: Write and review recommendation reports for individual clients based on the factfind provided by a financial planning consultant. Oversee the ongoing review and servicing needs of our individual clients. Ensure that the advice provided to individual clients is the best advice. Ensure that current insurance provider terms and fund information is up to date. Conduct research into investment, pension, ARF and protection products as required for the Product Review Group. Manage report templates for our individual client recommendations. Manage client responses in a timely manner. Maintain a strong relationship with consultants, clients and team members. Assist where required in the preparation, project management and delivery of member advice projects. Develop intellectual capital for advisers on hot topics. Maintaining relevant qualifications through CPD. What you need to have: Good understanding of principles of investment, investment risk and portfolio management Strong pensions technical knowledge Excellent command of written English Proficient in Excel Ability to manage own time effectively to help meet SLAs Strong organisational skills What makes you stand out: Experience in a similar financial planning role Qualified Financial Adviser (QFA) is essential Specialist Investment Adviser/Certified Financial Planner CFP/Chartered Financial Analyst are desirable but not essential Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can collaborate with talented colleagues to create innovative solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at to discuss any specific needs. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process, click the Apply button below to Login/Register.