Financial Planning Administrator

Inverdea Financial Services Ltd.; Wicklow; On-site; EUR 40,000 - 55,000; Full time

Benefits offered by this job

Pension contribution

Income protection

Death-in-service benefit

Job summary

Inverdea Financial Services Ltd. in Wicklow Town seeks an experienced Financial Planning Administrator / Paraplanning Support to work closely with Financial Advisors, manage client administration and assist with meetings, reports, cashflow planning and research.

The role suits a QFA-qualified professional with Life & Pensions experience, aiming to broaden involvement in the financial planning process and deliver high-quality client service.

Qualifications

• Fully QFA qualified.
• Experience in Life & Pensions / financial services.
• Good knowledge of pensions, investments and protection products.
• Strong organisation and attention to detail.
• Excellent written and verbal communication.
• Ability to manage own workload end-to-end.
• Proactive, professional and client-focused.

Responsibilities

• Manage pension, investment and protection business from application to completion.
• Liaise with clients and product providers on new and existing business.
• Manage and follow up on pension and investment transfers.
• Prepare for client meetings and annual reviews with valuations and policy info.
• Assist Financial Advisors with client meetings and follow-up actions.
• Assist with suitability reports and client recommendations.
• Conduct product, provider and fund research.
• Assist with cashflow planning and financial modelling.
• Handle day-to-day client and provider queries.
• Maintain accurate client records and ensure files meet compliance.

Skills

Client service

Attention to detail

Communication skills

Time management

Industry knowledge

Proactive mindset

Education

QFA qualification

Job description

Inverdea Financial Services is seeking an experienced Financial Planning Administrator / Paraplanning Support to join our team in Wicklow Town.

This role would suit a QFA-qualified professional with previous Life & Pensions / financial services experience who is looking to broaden their role and become more involved in the financial planning process.

Working closely with our Financial Advisors, you will manage client administration and cases while also assisting with client meetings, report preparation, cashflow planning and product and fund research.

We are looking for someone with good industry knowledge who can hit the ground running, take ownership of their workload and deliver a high standard of client service.

Key Responsibilities

• Manage pension, investment and protection business from application through to completion.
• Liaise with clients and product providers regarding new and existing business.
• Manage and follow up on pension and investment transfers.
• Prepare for client meetings and annual reviews, including gathering valuations and policy information.
• Assist Financial Advisors with client meetings and follow-up actions.
• Assist with the preparation of suitability reports and client recommendations.
• Carry out product, provider and fund research.
• Assist with cashflow planning and financial modelling.
• Deal with day-to-day client and provider queries.
• Maintain accurate client records and ensure files meet compliance requirements.
• Take ownership of cases and ensure they progress in a timely manner.

Skills & Experience

Essential

• Fully QFA qualified.
• Previous relevant Life & Pensions / financial services industry experience, ideally within a brokerage or financial advisory firm.
• Good working knowledge of pensions, investments and protection products.
• Strong organisational skills and attention to detail.
• Excellent written and verbal communication skills.
• Comfortable dealing directly with clients and product providers.
• Ability to manage your own workload and take responsibility for cases from start to finish.
• Proactive, professional and client focused.

Desirable

• RPA or CFP qualification, or willingness to work towards further professional qualifications.
• Previous exposure to paraplanning or suitability report preparation.
• Experience carrying out product, fund or provider research.
• Experience supporting Financial Advisors in client meetings.

What We Offer

• Competitive salary, depending on experience and qualifications.
• Full-time permanent position based in Wicklow Town.
• Monday to Friday working hours.
• Pension contribution.
• Income protection.
• Death-in-service benefit.