Paraplanner

About the Role
As a core member of Goodbody Wealth Management’s Technical Support Services team, the Paraplanner partners with Financial Planning Specialists and Strategic Advisors to convert complex client information into clear, compliant and client‑centric financial plans for high‑ and ultra‑high‑net‑worth clients. You will build robust cash‑flow models (Voyant), prepare and iterate planning recommendations, coordinate case conferences, and manage documentation and fee tracking from engagement through post‑plan follow‑through. You will report to the Financial Planning Practice Manager and contribute to the ongoing development of Goodbody’s planning methodology and client experience. This is a permanent role with a hybrid working model.
Key Responsibilities

Prepare comprehensive financial plans, including cash‑flow modelling (Voyant), net‑worth projections and scenario analysis.
Coordinate planning workflows: case conferences, agendas, draft iterations and stakeholder reviews to agreed timelines.
Maintain accurate records of meetings, data sources and assumptions; collate and interpret third‑party information.
Manage onboarding for planning engagements, ensuring adherence to protocols and the Consumer Protection Code (CPC).
Track plan delivery, fees and the execution of recommendations after plan sign‑off.
Contribute to continuous improvement of templates, process maps and training materials as regulations and best practice evolve.

Qualifications and Experience
Professional & Academic Requirements
The successful candidate will hold relevant third‑level and professional qualifications. The following are considered particularly suitable:

Certified Financial Planner (CFP) or a willingness to complete the in the near future

Experience

At least three years' experience in a financial services client advisory environment.
Experience in the areas of pensions, retirement planning and estate planning beneficial.
Familiarity with the operational and systems requirements of CPC and other regulatory requirements.

Specific systems knowledge

Strong digital literacy, MS Office including Excel, Word and Powerpoint, CRM systems, and preferably financial planning tools such as Voyant.
Strong knowledge of financial needs analysis software and market intelligence software essential.

Ideal Candidate Profile

Innovative and solution‑oriented, capable of challenging existing approaches and contributing new perspectives.
Proven ability to deliver tangible outcomes through personal initiative and technical excellence.
A strong team orientation, thriving in a dynamic environment with multiple stakeholders and evolving client needs.
Strong relationship‑building capability across multidisciplinary teams.
High levels of digital literacy, analytical ability and attention to detail.
Strong organizational, communication and presentation skills with a commitment to delivering client‑centric outcomes.
Commitment to the highest ethical and professional standards in client work and internal collaboration.

Diversity & Inclusion

Goodbody is committed to achieving gender balance in leadership and actively supports women in advancing their careers.
Goodbody inclusive recruitment and career development practices.
We support flexible work practices that enable colleagues to balance professional ambition with life outside work.
Goodbody is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce. Reasonable accommodations are offered at every stage of our recruitment process.

Employee Value Proposition
Goodbody is focused on helping our employees thrive, and we do this by bringing to life our Employee Value Proposition (EVP) ‘Together we prosper’. Our firm’s purpose is to create long‑term prosperity, and we cannot execute on our purpose without the right talent at Goodbody. To make sure we attract and retain industry‑leading, passionate and inspiring talent, we’ve built a vibrant culture based on inclusion, opportunities to grow and a commitment to “do the right thing”, one of our core values. We live this by offering:

Regular employee events through our universal inclusion programme fostering a sense of belonging and celebrating differences. An ‘always on’ approach to social, financial, mental and physical wellbeing.
A benefits package that includes a generous pension scheme, educational sponsorship and health insurance, along with a hybrid working model to promote better work/life balance.
Opportunities to give back through sustainability initiatives, volunteering and on‑site and online meetings with our charity partners.


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