Hybrid Paraplanner for Financial Planning & Reports

Prosperous Financial; Dublin; Ibrido; EUR 42.000 - 58.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid schedule

25 days leave

Pension contributions

Income protection

Death in service

Professional development

Great Place to Work award

Descrizione del lavoro

Prosperous Financial is seeking a detail-oriented Paraplanner to join our Planning team. You will work closely with our Financial Planners to prepare tailored financial plans for Private & Premier clients, producing accurate, insightful reports and supporting client service improvements.

The ideal candidate holds a QFA, with CFP® desired, and strong knowledge of financial services. Excellent communication and teamwork are essential; knowledge of Voyant is a plus.

Competenze

• Qualified Financial Advisor (QFA) required.
• Certified Financial Planner (CFP®) is desired.
• Excellent knowledge of financial services and ability to craft financial plans.
• Strong communicator with professional client interaction.
• Team player with cross-functional work ability.
• Knowledge of Voyant would be a significant advantage.

Mansioni

• Support Financial Planners through end-to-end delivery of financial plans.
• Identify and propose strategies for pensions, investments and protection.
• Attend client meetings with Planners to take notes and follow up actions.
• Verify data from clients, planners and third parties for accuracy.
• Conduct research into financial products and solutions.
• Analyse product suitability and prepare technical comparisons.
• Draft compliant, accurate reports and supporting docs.
• Assist in client annual review preparations with updated information.

Conoscenze

QFA

CFP

Financial planning

Client communication

Team collaboration

Voyant

Strumenti

Voyant

Descrizione del lavoro

Prosperous Financial is seeking a detail-oriented Paraplanner to join our Planning team. You will work closely with our Financial Planners to prepare tailored financial plans for Private & Premier clients, producing accurate, insightful reports and supporting client service improvements.

The ideal candidate holds a QFA, with CFP® desired, and strong knowledge of financial services. Excellent communication and teamwork are essential; knowledge of Voyant is a plus.