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Financial advisor – paraplanner

Robert Walters
Financial advisor
Posted: 18 November
Offer description

Our client, a boutique wealth management firm in Dublin is seeking a QFA qualified Paraplanner to provide essential support to its Directors. This part-time role offers flexibility and the chance to work closely with a dedicated team, delivering tailored financial solutions to private cleints and SMEs.What You'll DoPrepare detailed client files for advisor meetingsAssist with client onboarding processes and documentation requirementsProcess applications while ensuring compliance regulations are adhered toProvide support on income distribution matters for clientsCoordinate compliance reviews and activities across the firmCollaborate with advisors on financial planning tasks using Voyant softwareAdapt to evolving business needs and assist with payroll-related tasksWhat You BringQFA qualification (mandatory) with proficiency in Voyant softwarePrevious experience in financial services or wealth management rolesExceptional organisational skills with the ability to manage multiple prioritiesStrong communication skills and ability to build relationships with clients and colleagues alikeMeticulous attention to detail when working with sensitive informationFlexibility and adaptability in response to changing business demandsEagerness to develop professionally through ongoing training opportunitiesThis is an ideal opportunity for an experienced paraplanner seeking a part-time position within a dynamic wealth management firm that values collaboration and professional growth.Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

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