Base pay range
Direct message the job poster from Engage People Recruitment
Recruitment Manager - Financial Services @ Engage People
A forward-looking financial planning brokerage in Kilkenny is seeking an Administrator / Paraplanner to join their growing team. This is an excellent opportunity for someone with strong organisational skills and a keen interest in financial planning who is looking to build a career path in a respected business with a strong brand and leadership.
About the Role
In this role, you will support the financial advisers by undertaking light paraplanning tasks combined with general administrative duties. You will be involved in client file preparation, research support, document production, compliance tracking, and other practice management tasks. Over time you will have opportunity to take on more complex paraplanning work, with training and exam support from the company.
Key Responsibilities
* Assist in the preparation of financial planning reports (fact finds, analysis, projections) under supervision
* Carry out research on products, investments, pensions, and funds
* Prepare client documentation, maintain file records and ensure compliance with firm procedures
* Liaise with clients, product providers, and support offices for information gathering
* Monitor deadlines, renewals, client reviews and compliance schedules
* Support advisers with meeting preparation and follow-up
* Contribute to continuous process improvements within the practice
What We're Looking For
* Strong organisational, written and verbal communication skills
* Excellent attention to detail and accuracy
* Proactive, self-motivated and able to work as part of a team
* An interest or some exposure in financial services, investments, pensions or related area
* Comfortable working with data, spreadsheets, and financial documents
* No QFA or formal qualifications required: training and exam support will be provided if you wish to progress
What\'s on Offer
* Salary of €35,000 to €40,000
* Full training, mentoring, and financial support for professional exams (e.g. QFA, CFP)
* Opportunity to grow into a full paraplanner / adviser support role
* Work with a reputable and growing brokerage in Kilkenny
* Initially full-time onsite, with move toward hybrid working
* Collaborative culture, supportive leadership, and room for career development
What You\'ll Gain
* A clear career path in financial planning
* Exposure to real client work and paraplanning experience
* Ability to grow your technical knowledge, professional credentials and responsibility
* Being part of a strong brand and respected business in the region
Next Steps
Interested? Apply with your CV or contact Michael Gorman directly.
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Administrative
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