Job Opportunity: Paraplanner
We are seeking an experienced Paraplanner to join our financial advisory team. This is an excellent opportunity for a professional with expertise in life and pensions brokerage to take on a challenging role that requires strong organizational skills, a proactive approach, and the ability to work collaboratively as part of a team.
Job Description:
The successful candidate will be responsible for supporting the presale process, enhancing client experience, and ensuring compliance with regulatory requirements. Key responsibilities include:
* Supporting the advisory team in ensuring the presale process is consistently followed
* Liaising with clients throughout the process, assisting with the collection and preparation of required documentation (e.g. Statements of Suitability, compliance documents)
* Partnering with Financial Advisors to plan lead generation and actively reviewing clients
* Identifying opportunities to enhance the client experience using CRM and IT tools
* Liaising with life companies and the sales team to keep advisors up to date on market and product changes
* Supporting management in providing product and fund performance information to the team
* Maintaining accurate CRM sales pipeline data and assisting in reporting
* Ensuring compliance with Central Bank regulations and internal procedures
* Assisting with cashflow modelling (Voyant) and client meeting preparation where required
* Identifying cross-referral opportunities for clients to other business areas
Required Skills and Qualifications:
To be considered for this role, you should have:
* Demonstrable experience in the Life & Pensions broker industry
* Previous experience in a Paraplanner or Sales Support role
* QFA qualified (or exams completed)
* Knowledge of financial products, markets, and compliance practices
* Experience with Voyant or similar cashflow modelling software
* Strong IT proficiency, particularly in Excel and CRM systems
* Excellent organisational skills and the ability to manage multiple priorities
* Collaborative team player with a proactive and professional approach
Benefits:
This role offers a competitive salary (DOE), pension, life cover, income protection (after probation), VHI contribution, education support for ongoing professional development, employee wellness programme, and hybrid working structure after initial induction period.
About Us:
We pride ourselves on offering expert, client-focused financial guidance supported by cutting-edge technology and a collaborative team environment. Our company values teamwork, innovation, and continuous learning, and we are committed to providing our employees with the support and resources they need to succeed in their roles.