Company DescriptionFairstone Ireland specialises in delivering tailored financial planning and wealth management solutions to help individuals and businesses achieve their financial goals. As Ireland's fastest growing financial planning firm, we serve over 37,500 clients and manage more than €2.5 billion in assets under management.Our comprehensive services include financial planning, retirement and estate planning, mortgage advice, investment strategies, and wealth management. We are committed to providing independent, client-focused advice and exceptional service through our team of Qualified Financial Advisors. Operating across 13 locations in Ireland, we pride ourselves on our client-centric approach to financial success.Role DescriptionWe are seeking an experienced Paraplanner/Financial Planning Administrator to join one of our teams based in the Midlands. The role will deal with all aspects of managing new business applications for life, protection, pensions, savings and investment policies from initial application to policy issue.The successful candidate will provide support to the team of Financial Advisors, work closely with our clients and will have a strong administration and operations background, excellent attention to detail, effective communication skills as well as a passion for delivering a superior client experience.This role is part of the Fitness & Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable.ResponsibilitiesSpecific activities include:Check compliance paperwork is present.Confirm client risk profile is determined.Discuss client objectives with Financial Advisors.Identify and obtain the information necessary to compile financial cashflow forecast.Compile draft net worth statement - income and expenditure statements and financial cashflow forecast and discuss with Financial Advisors.Preparing recommendations:Identify areas for planning in collaboration with Financial Advisors.Undertake research both independently and with Financial Advisors to identify suitable solutions to meet the clients needs.Prepare information/comparison for analysis by Financial Advisors.Liaise with client's legal and tax advisors (if applicable).Consider current and future allocation of assets for investment strategy with regard to client risk profile.Prepare draft recommendation reports to be discussed/signed off by Financial Advisors.Implementing recommendations:Prepare suitability letters in accordance with the agreed recommendations.Complete application/proposal forms.Ensure all compliance paperwork is in order.Make changes to client's investments as instructed.Implement the chosen investment strategies.Review:Act as a point of contact and deal effectively with client queries and other parties through effective communication.Establish and build strong relationships with clients and attend client meetings with Financial Advisors, if required.Organise future planning meetings with clients.Review investment portfolio, asset allocation, risk profile, etc.Send planning figures to client for update and revision in preparation for next meeting.Initiate review meetings with clients well planned integration process allow for gradual alignment of enhanced processes and cultures, all the while continuing grow as a business with a seamless transfer of clients and staff at the acquisition stage.The ideal candidateEssentialUnderstanding of the financial planning processAble to work within defined business processesAbility to achieve agreed outcomes without supervisionPrioritise and plan own workloadDetailed, accurate and articulateExcellent interpersonal skillsAbility to multi-task and prioritise effectivelyGood IT skills including proficiency with Microsoft OfficeGood report writing skillsAbility to work independently and as part of a teamDesirableBroad knowledge of financial services worldHigh level of technical knowledgeQualificationsQFA qualified or on a path to qualificationHow to ApplySimply click 'Apply' or send your CV directly to and once your application has been reviewed, a member of the team will contact you.