Are you aParaplannerlooking for the next opportunity in a start-up? Would you like to be part of a fun and dynamic team?Reporting to the Head of Advice Support Unit, your task will be to provide technical research services to the team of Certified Financial Planners, and to ensure that the preparation of client advice reports is of the highest standard and delivered efficiently. You will also play a major part in mitigating any risks to the business, and support the business in achieving its goals.Does this sound like a role for you? Keep readingYour key accountabilities will include:Accurately preparing suitability reports and letters to target deadlinesEnsuring all client reports are compliant and supported with relevant paperworkUndertaking comparative research in preparation of client recommendationsUnderstanding clients overall financial position from supplied fact findsDiscussing client objectives with the relevant Certified Financial Planner, identifying and obtaining necessary client information to prepare the necessary suitability checksEnsuring all queries are appropriately investigated and accurate responses givenDevelop and maintain excellent day to day relationships with advisors to maintain a collaborative working environmentEnsuring that all customer advice activities maintain the highest levels of integrity and compliance, and are undertaken in strict compliance with regulatory obligations, including the principles and data security requirements underpinning GDPR.We're looking for someone who:Holds a QFA or related qualificationHas at least 5 years' relevant experience within Financial Service / Insurance, with a clear understanding and technical knowledge of customer financial adviceHas strong report writing skillsIs diligent, and has a great eye for detailCommunicates clearly and effectively, and knows how to influence othersCan work efficiently and effectively with the rest of the team on shared goalsHas spot-on analytical, problem-solving and decision-making skillsHolds additional Qualifications such as the Grad. Dip in Financial Planning or Diploma in Tax (as a bonus)About usWe are AIB Life (Saol assurance DAC). We are a Life Assurance company offering protection, pensions and investment products. Our mission is to reshape the Irish financial industry and our focus is on building a life insurance company that provides relevant, quality solutions that empower customers to take control of their financial wellbeing.Trading as AIB life, we help AIB customers prepare for retirement, protect their loved ones and invest in a flexible way.We are on a mission to make finance security easier, by simplifying our products and by building smart financial tools that live on the AIB app, that help AIB customers stay on track.We are a joint venture between two firms with a deep history: AIB and Great-West Lifeco.Why work with us?We are striving to create an environment where each of us feels like we belong, can be at our best and is valued for our unique perspectives and talents.With an opportunity to be part of building a brand new life insurance company we offer flexible working and excellent benefits along with a strong and supportive team culture.Fitness & ProbityThis role falls under the MCC, and it is a 'controlled function' (CF4) as defined by the Central Bank Reform Act 2010 Regulations 2011. Appointing a successful candidate will be conditional on the company completing prescribed due diligence to assess the appointee's fitness and probity to meet the requirements as set out in the Fitness and Probity standards issued by the Central Bank. Further details on this due diligence process are available from our Human Resources team.