About the Opportunity
This is a fantastic opportunity to join a new and ambitious financial planning firm based in Blackrock, currently in a growth phase. The business is backed by strong compliance infrastructure, clear processes, and a long-term strategic vision.
We're seeking a Senior Paraplanning Manager with at least 5 years' experience in a brokerage or advisory environment. This role combines technical paraplanning and life & pensions administration offering autonomy, impact, and a key role in shaping how the support function grows.
This is not a client-facing role, but your work will directly influence the success of the advisory team and client outcomes.
Location: Blackrock, County Dublin • Job Type: Full-time, Hybrid (3 days in-office, 2 days remote) • Level: Senior
Key Responsibilities
* Lead and manage the paraplanning/admin function, ensuring team targets are met
* Prepare high-quality financial plans and suitability reports post-client meetings
* Process applications and liaise with providers to ensure seamless policy administration
* Oversee onboarding documentation, compliance checks, and CRM data integrity
* Review and improve internal processes for efficiency, quality, and compliance
* Work closely with senior advisors to ensure a consistent, accurate support function
* Collaborate with compliance to maintain excellent regulatory standards
* Mentor junior team members and contribute to a positive, high-performance culture
What You'll Need
* Minimum 5 years' experience in financial services, ideally within a brokerage or advisory firm
* Fully QFA qualified
* Strong knowledge of life, pension, and investment products
* Experience with tools like Voyant and WealthTrack is an advantage
* Excellent report writing, organisational, and analytical skills
* Comfortable leading a small team while still hands-on in day-to-day output
* Strong understanding of compliance and back-office operations
Why This Role?
* Work with a new, ambitious business at the start of its journey with long-term opportunity
* Help shape how a high-functioning support team operates
* Enjoy a hybrid working model and on-site parking if required
* Join a company that invests in structure, compliance, and people from the start
Perks & Benefits
* Competitive salary
* Hybrid working (3 days office / 2 days remote)
* 25 days annual leave
* Pension contribution
* Income protection
* Death in service
* Parking available
If you’re a senior paraplanner or experienced life & pensions admin professional looking to take on more ownership and grow with a forward-thinking firm, this could be the perfect next step.
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