Paraplanner

Walfrid Private Limited; Dublin; On-site; EUR 35,000 - 55,000; Full time

Benefits offered by this job

Company Pension

Birthday leave

22 days annual leave

IP and DIS on joining

Job summary

Walfrid Private Limited in Dublin is seeking an experienced paraplanner to support Financial Advisors and create tailored client plans. You will prepare meeting packs, valuations and summaries, and join meetings to capture notes and drive timely follow-ups.

You will research financial products, evaluate suitability, and generate reports; ensure compliance with regulatory standards and the goals-based planning approach.

Qualifications

• Previous experience in financial planning or wealth management.
• Must have completed all QFA exams.
• In depth knowledge of pension, protection and investment products available in the Irish market.
• Excellent communication skills and ability to interact with clients.

Responsibilities

• Provide support to Financial Advisors with tasks pre and post client meetings, including preparing meeting packs, valuations, and summarising meeting outcomes.
• Join client meetings alongside Financial Advisors, offering technical insight, capturing comprehensive notes, and ensuring timely completion of all follow-up actions and documentation.
• Work with Broker Support team to carry out in-depth research on financial products, evaluate their suitability and prepare detailed comparisons to support tailored client recommendations.
• Assist in building personalised financial plans and generate supporting documentation and reports based on outcomes from client meetings.
• Play a key role in the consistent delivery of our goals-based financial planning approach across the advisory team.
• Ensure all reports and documentation fall in line with internal compliance and industry regulatory standards.

Skills

Client communication

Wealth management

Attention to detail

Regulatory compliance

Education

QFA exams completed

Tools

WealthTrack

Salesforce CRM

Job description

Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assistIrish Company Directors, Business Owners and Entrepreneurs toreduce costs, reduce taxes and improveboth business and personal financial performance.

Walfrid Private implement strategic plans with their clients to ensure they achieve financial independence sooner than they ever imagined possible by structuring long term bespoke financial cashflows.We work with clients nationwide, to ensure Wealth Development through multi-channel cashflows that are structured tax efficiently.

Role Overview:

We are looking for an experienced, detail orientated paraplanner to join our team to provide support to our Financial Advisors.

Responsibilities:

• Provide support to Financial Advisors with tasks pre and post client meetings, including preparing meeting packs, valuations, and summarising meeting outcomes.
• Join client meetings alongside Financial Advisors, offering technical insight, capturing comprehensive notes, and ensuring timely completion of all follow-up actions and documentation.
• Work with Broker Support team to carry out in-depth research on financial products, evaluate their suitability and prepare detailed comparisons to support tailored client recommendations.
• Assist in building personalised financial plans and generate supporting documentation and reports based on outcomes from client meetings.
• Play a key role in the consistent delivery of our goals-based financial planning approach across the advisory team.
• Ensure all reports and documentation fall in line with internal compliance and industry regulatory standards.

Skills and Experience:

• Previous experience in financial planning or wealth management.
• Must have completed all QFA exams.
• In depth knowledge of pension, protection and investment products available in the Irish market.
• Excellent communication skills and ability to interact with clients.
• Knowledge of WealthTrack and Salesforce CRMs an advantage.
• Shorter working week, half day every Friday.
• Competitive salary package commensurate with experience.
• Company Pension.
• Company IP and DIS the day you join.
• 22 days Annual Leave plus your birthday off.