Financial Planning Administrator/Paraplanner

HireHive; Kilkenny; On-site; EUR 27,000 - 38,000; Full time

Job summary

Fairstone Ireland in Kilkenny is seeking an experienced Financial Planning Administrator/Paraplanner to manage new business applications for life, protection, pensions, and investments from receipt to policy issue. You will work closely with Financial Advisors and life companies to deliver accurate, compliant service.

The role offers a clear path within the Financial Services sector, with opportunities to progress while developing expertise in regulatory requirements and administrative processes.

Qualifications

• Minimum 12–18 months' experience in a similar role.
• Understanding of the financial planning landscape.
• Ability to work within defined business processes.
• Detailed, accurate and articulate.
• Excellent interpersonal skills.
• Ability to multi-task and prioritise effectively.
• Good IT skills including Microsoft Office.

Responsibilities

• Package new business applications with Financial Advisors.
• Prepare suitability letters in accordance with the agreed recommendations.
• Ensure all compliance and regulatory paperwork is in order.
• Manage a pipeline of applications across pension, protection, savings and investment products.
• Coordinate with our processing team in Fairstone Assist who deal directly with providers.
• Address client queries and document requests with clarity and efficiency.
• Maintain up-to-date CRM records and filing system.
• Familiarise yourself with the Consumer Protection Code and related legislation.
• Contribute to ongoing process improvements and handle ad hoc requests.

Skills

Financial planning

Regulatory awareness

Multi-tasking

Interpersonal skills

CRM systems

Microsoft Office

Independent worker

Education

QFA qualification in progress

Tools

CRM software

Microsoft Excel

Job description

Company Description

Fairstone Ireland specialises in delivering tailored financial planning and wealth management solutions to help individuals and businesses achieve their financial goals. As Ireland's fastest growing financial planning firm, we serve over 38,000 clients and manage €3.5 billion in assets under management.

Our comprehensive services include financial planning, retir
ement and estate planning, mortgage advice, investment strategies, and wealth management. We are committed to providing independent, client-focused advice and exceptional service through our team of Qualified Financial Advisors. Operating across 18 locations in Ireland, we pride ourselves on our client-centric approach to financial success.

Role Description

We are seeking an experienced Financial Planning Administrator/Paraplanner to join our team in Kilkenny. The role is to manage new business applications for life/protection, pensions, savings and investment policies from receipt to policy issue. The successful candidate will have responsibility for delivering an efficient, accurate and professional service. The role involves working with Financial Advisors and life companies. This is a fantastic opportunity for an administrator who is looking to progress their career within the Financial Services sector and gain exposure to various areas within the industry.

This role is part of the Fitness & Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable.

Key Responsibilities

Specific activities include:

• Working with the Financial Advisors to package new business applications and with customers to provide any outstanding documentation required.


• Prepare suitability letters in accordance with the agreed recommendations.


• Ensure all compliance and regulatory paperwork is in order.


• Managing a pipeline of applications across pension, protection, savings and investment products and working closely with our processing team in Fairstone Assist who deal directly with the providers.


• Working with customers to provide relevant information and documentation related to the pipeline.


• Act as a point of contact and deal effectively with client queries and other parties through effective communication.


• Maintaining professional development through tutorials and seminars.


• Ongoing management of CRM systems and updating of client records.


• Maintain compliant up-to-date records within an existing filing system.


• Familiarising yourself with the Consumer Protection Code and other relevant legislation by which the role is governed.


• Contribute to the continuous improvement of administrative processes.


• Manage ad hoc requests and general enquiries.

The ideal candidate

Essential skills and experience

• A minimum of 12-18 months' experience in a similar role


• Understanding of the financial planning landscape


• Able to work within defined business processes


• Ability to achieve agreed outcomes without supervision


• Prioritise and plan own workload


• Detailed, accurate and articulate


• Excellent interpersonal skills


• Ability to multi-task and prioritise effectively


• Good IT skills including proficiency with Microsoft Office


• Ability to work independently and as part of a team

Desirable skills and experience

• Broad knowledge of financial services in Ireland


• High level of technical knowledge

Qualifications

QFA qualified or on a path to qualification with a minimum of 3 of the 6 exams already completed (to include regulations).