Client Relationships & Paraplanning Manager

360 Search; Dublin; On-site; EUR 50,000 - 70,000; Full time

Job summary

360 Search is a growing financial planning and wealth management firm seeking an experienced Client Services Manager to own client service delivery and paraplanning across the business. You will be the main contact for existing clients and work with financial advisors to guide the journey from instruction to completion.

You will manage day-to-day client communications, coordinate reviews, maintain records, assist with suitability reports and research, and support documentation for new business

Qualifications

• Minimum of 2 to 3 years' experience in financial planning, wealth management or insurance brokerage environment in admin/ client service/ advisory support.
• APA accreditation in Investments, Pensions and Life Assurance as a minimum.
• Solid understanding of financial planning processes and investment and protection products.

Responsibilities

• Acting as primary contact for existing clients and managing communications professionally and promptly.
• Coordinating review meetings, preparing documentation and tracking follow-up actions with advisors.
• Building trusted, long-term client relationships through proactive engagement.
• Maintaining accurate client records in line with regulatory requirements.
• Assisting with suitability reports and financial planning documentation.
• Conducting product and provider research.
• Preparing documentation for new business, alterations and servicing.
• Liaising with life companies, providers and platforms to progress cases.
• Supporting portfolio reviews, valuations and related administration.
• Experience with SSAPs is an advantage.
• Monitoring workflow to keep client work progressing efficiently.
• Supporting compliance through accurate record keeping.
• Contributing to process improvement within the client services function.

Skills

Client service

Paraplanning support

Relationship management

CRM systems

Microsoft Office

Attention to detail

Communication skills

Independent work

Team collaboration

Education

APA accreditation in Investments, Pensions and Life Assurance

Progress towards QFA

Tools

CRM software

MS Excel

Job description

360 Search is a growing financial planning and wealth management firm seeking an experienced Client Services Manager to own client service delivery and paraplanning across the business. You will be the main contact for existing clients and work with financial advisors to guide the journey from instruction to completion.

You will manage day-to-day client communications, coordinate reviews, maintain records, assist with suitability reports and research, and support documentation for new business