Paraplanner - Cork Based Opportunity Morgan McKinley is delighted to be partnering with a highly respected and admired Cork-based company in the recruitment of a Paraplanner. This is an exceptional opportunity to join a growing firm that actively encourages and supports career development. Key Responsibilities: Ensure an uncompromisingly high-quality experience for all clients. Support Private Client Advisers with pre- and post-client meeting preparation and administration. Work with Private Client Advisers to ensure all client files remain fully compliant with regulations. Collaborate with the Head of Department or Director to manage new client engagements. Issue and follow up on Letters of Authority, collate client data, and evaluate existing products and investments. Assist the adviser in identifying new opportunities appropriate for the client's profile. Partner with the Financial Planning Team to prepare cashflow modelling and analysis. Contribute to client reviews to ensure investments align with goals and identify realignment strategies as circumstances change. Produce and collate new business quotations. Attend client meetings with Private Client Advisers where appropriate. Act as a secondary point of contact for clients, specifically regarding data gathering and driving opportunities to completion. Maintain strong working relationships with the wider Wealth Management team to ensure high delivery standards. Assist in developing process flows across the client services and advisory teams. Skills and Qualifications: QFA Certified (minimum requirement). CFP qualification (or working toward it) is a distinct advantage. Excellent data analysis and research capabilities. Strong numerical ability with a high level of precision and attention to detail. Working knowledge of cashflow modelling software an advantage. Minimum 2-4 year's industry experience. Skills: QFA CFP Paraplanner
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