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Administrator - financial advisory firm

Kilkenny
Engage People Recruitment
Posted: 18 November
Offer description

A forward-looking financial planning brokerage in Kilkenny is seeking anAdministrator / Paraplannerto join their growing team. This is an excellent opportunity for someone with strong organisational skills and a keen interest in financial planning who is looking to build a career path in a respected business with a strong brand and leadership.About the RoleIn this role, you will support the financial advisers by undertaking light paraplanning tasks combined with general administrative duties. You will be involved in client file preparation, research support, document production, compliance tracking, and other practice management tasks. Over time you will have opportunity to take on more complex paraplanning work, with training and exam support from the company.Key ResponsibilitiesAssist in the preparation of financial planning reports (fact finds, analysis, projections) under supervisionCarry out research on products, investments, pensions, and fundsPrepare client documentation, maintain file records and ensure compliance with firm proceduresLiaise with clients, product providers, and support offices for information gatheringMonitor deadlines, renewals, client reviews and compliance schedulesSupport advisers with meeting preparation and follow-upContribute to continuous process improvements within the practiceWhat We're Looking ForStrong organisational, written and verbal communication skillsExcellent attention to detail and accuracyProactive, self-motivated and able to work as part of a teamAn interest or some exposure in financial services, investments, pensions or related areaComfortable working with data, spreadsheets, and financial documentsNo QFA or formal qualifications required: training and exam support will be provided if you wish to progressWhat's on OfferSalary of €35,000 to €40,000Full training, mentoring, and financial support for professional exams (e.g. QFA, CFP)Opportunity to grow into a full paraplanner / adviser support roleWork with a reputable and growing brokerage in KilkennyInitially full-time onsite, with move toward hybrid workingCollaborative culture, supportive leadership, and room for career developmentWhat You'll GainA clear career path in financial planningExposure to real client work and paraplanning experienceAbility to grow your technical knowledge, professional credentials and responsibilityBeing part of a strong brand and respected business in the regionNext StepsInterested? Apply with your CV or contact Michael Gorman directly.

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