Paraplanner

Morgan McKinley; Munster; On-site; EUR 40,000 - 56,000; Full time

Job summary

Morgan McKinley is recruiting on behalf of a well-established Cork wealth management brokerage for an experienced Paraplanner. You will support financial planners and help deliver tailored financial advice with strong technical knowledge and meticulous reporting.

The role focuses on preparing plans, forms, and compliance paperwork, maintaining client records, and coordinating with advisors to implement recommendations while staying up to date with regulatory requirements.

Qualifications

• QFA preferred or equivalent
• Experience in paraplanning or financial consultant administration
• Strong knowledge of financial planning products and advice processes
• Excellent attention to detail and analytical skills
• Strong report writing and written communication ability
• Ability to manage workloads and meet deadlines
• Experience with financial planning tools and systems

Responsibilities

• Provide administrative and technical support to financial planners, helping to deliver accurate and efficient client services.
• Prepare, review, and process client documentation, including financial plans, application forms, and compliance paperwork, ensuring regulatory requirements are met.
• Maintain accurate and up-to-date client records with focus on compliance and detail.
• Contact clients to gather medical information for protection insurance applications.
• Respond to client enquiries promptly and professionally, delivering excellent customer service.
• Work closely with financial advisors to ensure tasks are completed and recommendations implemented.
• Keep up to date with industry regulations, compliance requirements, and best practices to ensure alignment with company policies.

Skills

Paraplanning

Analytical skills

Report writing

Client service

Education

QFA (preferred)

Tools

Financial planning software

Regulatory frameworks

Job description

We are working on behalf of our client, a well-established and growing wealth management brokerage based in Cork, to recruit an experienced Paraplanner.

This is an excellent opportunity to join a professional and client-focused organisation where you will play a key role in supporting and contributing to the delivery of high-quality, tailored financial advice.

What you need

• QFA preferred
• Previous experience in a paraplanning or financial consultant administration role
• Strong technical knowledge of financial planning products and advice processes
• Excellent attention to detail and analytical skills
• Strong report writing and written communication ability
• Ability to manage workloads effectively and meet deadlines
• Experience with financial planning tools and systems

Responsibilities

• Provide administrative and technical support to financial planners, helping to deliver accurate and efficient client services.
• Prepare, review, and process client documentation, including financial plans, application forms, and compliance paperwork, ensuring all documents meet regulatory requirements.
• Maintain accurate and up-to-date client records, with a strong focus on compliance and attention to detail.
• Contact clients to gather medical information for protection insurance applications.
• Respond to client enquiries promptly and professionally, delivering excellent customer service and clear, accurate information.
• Work closely with financial advisors and team members to ensure tasks are completed efficiently and financial recommendations are implemented effectively.
• Keep up to date with industry regulations, compliance requirements, and best practices to ensure all work is completed in line with company policies and standards.