Paraplanner – Wealth Planning & Research (Onsite)

PeoplesPath HR; Limerick; On-site; EUR 30,000 - 58,000; Full time

Benefits offered by this job

Bike to work scheme

Company pension

Employee assistance program

Sick pay

Company events

Job summary

Thomond Asset Management is seeking a Paraplanner to support Financial Advisers with technical research, planning and documentation. You will ensure recommendations are compliant and accurate, while delivering a high-quality client experience.

The role emphasizes strong client service, organised workflow, and the ability to manage multiple responsibilities with precision. Salary reflects Irish market ranges for a full-time on-site position.

Qualifications

• Experience in a paraplanning or financial planning support role.
• Strong knowledge of pensions, investments, and retirement planning.
• Excellent analytical, research, and report-writing skills.

Responsibilities

• Prepare financial plans and suitability reports based on adviser input.
• Conduct product research and cashflow modelling.
• Maintain client records and assist with annual reviews.

Skills

Paraplanning

Financial planning

Analytical thinking

Time management

Communication

Education

Diploma in Financial Planning

Regulatory qualifications

Chartered status (working towards)

Tools

Excel

CRM software

Word

Job description

Thomond Asset Management is seeking a Paraplanner to support Financial Advisers with technical research, planning and documentation. You will ensure recommendations are compliant and accurate, while delivering a high-quality client experience.

The role emphasizes strong client service, organised workflow, and the ability to manage multiple responsibilities with precision. Salary reflects Irish market ranges for a full-time on-site position.