Paraplanner

Walfrid Private; Dublin; On-site; EUR 45,000 - 65,000; Full time

Benefits offered by this job

Shorter working week — half-day Friday

Company Pension

Birthday off

22 days annual leave

Job summary

Walfrid Private in Dublin 12 is looking for an experienced Paraplanner to join our Wealth Management team. You will support Financial Advisors by preparing meeting packs, quotes, valuations, and client reports, helping to deliver personalised solutions for high-net-worth clients.

The role emphasizes attention to detail, compliance with industry standards, and collaboration with administration and broker support.

Qualifications

• Previous experience in an administrative role in financial services.
• Completed or working toward QFA. Must have APA.

Responsibilities

• Provide support to Financial Advisors with tasks pre and post client meetings, including preparing meeting packs, quotes, 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

Communication

Attention to detail

Administrative experience

Education

QFA

APA

Job description

Company Overview

Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve both 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

Were looking for an experienced and detail-focused Paraplanner to join our team at Walfrid Private. This role is central to the way we deliver advice, supporting our Advisors in creating high-quality, personalised solutions for a growing base of high-net-worth clients. Youll be part of a close-knit, professional team and will play as a key role as a link between our clients, senior advisors and our administration team.

Responsibilities

• Provide support to Financial Advisors with tasks pre and post client meetings, including preparing meeting packs, quotes, 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 an administrative role in financial services is required, ideally in life & pensions or mortgage industry. Completed or working toward QFA. Must have APA. Excellent communication skills and ability to interact with clients.

Benefits

• 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.

Skills

Financial Planning Administration Client administration Administration Financial Services Retirement Planning Financial Advisory Personal Financial Planning Independent Financial Benefits: Pension Fund Group Life Assurance TPBN1_IJ