Paraplanner

Prosperous Financial; Dublin; Hybrid; EUR 42,000 - 58,000; Full time

Benefits offered by this job

Hybrid schedule

25 days leave

Pension contributions

Income protection

Death in service

Professional development

Great Place to Work award

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

QFA

CFP

Financial planning

Client communication

Team collaboration

Voyant

Tools

Voyant

Job description

Job Title

Paraplanner

Reporting to

Paraplanning Manager

Department

Planning

About Prosperous Financial

At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies. We pride ourselves on clarity, integrity and a deep commitment to long term relationships.

We believe great advice changes lives and we’re proud to foster a workplace where trust, growth and shared success are at the heart of everything we do. Our values - Client Centric, Transparency, Integrity and Clarity, shape our culture, drive our standards and guide how we work.

About The Role

Prosperous Financial has an exciting opportunity for a detail-oriented Paraplanner to join our growing team.

The Paraplanner plays a pivotal role within the business, working closely with our Financial Planners to prepare tailored financial plans for our Private & Premier clients. This role involves producing accurate and insightful reports, collaborating with Financial Planners to enhance client outcomes and contributing to various business projects focused on improving client service and operational efficiency.

The ideal candidate shares our core values and brings strong technical knowledge, excellent communication skills and experience within the Financial Services industry.

Key Responsibilities

• Support Financial Planners throughout the advice process, assisting with end to end delivery of financial plans, ensuring each client’s objectives are addressed.

• Identify and propose appropriate financial planning strategies aligned with clients’ short and long term goals, covering areas such as pensions, investments and protection.

• Attend client meetings alongside Financial Planners to provide technical expertise, take detailed notes and ensure all necessary follow up actions and documentation are captured and completed.

• Critically assess and verify data and documents received from clients, planners and third parties to ensure accuracy, completeness and suitability for use in advice formulation.

• Conduct thorough research into financial products and solutions including investments and pensions.

• Analyse product suitability and compile technical comparisons to support bespoke client recommendations.

• Draft clear, compliant and technically accurate reports and supporting documentation in line with internal and regulatory standards.

• Assist in preparing for client annual review meetings by updating financial information and drafting review reports that clearly communicate findings and recommendations.

Skills And Experience

• Qualified Financial Advisor (QFA) required

• Certified Financial Planner (CFP®) is desired

• Excellent knowledge of financial services along with the ability to create a financial plan based around the clients goals and ambitions

• Strong communicator with the ability to interact with clients in a professional manner

• Ability to work as part of a team and cross functionally

• Knowledge of Voyant would be a significant advantage

Why work with us

• Excellent remuneration package and competitive bonus structure

• Hybrid, flexible working model (4 days from home / 1 day in office)

• 25 days annual leave

• Employer pension contributions up to 10%

• Income Protection

• Death In Service

• Professional development opportunities

• Recognised as a Great Place to Work 2024-2027 and Best Place To Work 2025-2026