Paraplanners

Empowered Money; Ireland; Remote; EUR 40,000 - 56,000; Full time

Job summary

Empowered Money is seeking a Paraplanner for a full-time remote role in Ireland. You will support financial advisors by preparing plans, researching clients, analysing data, and building tailored strategies to meet objectives.

Responsibilities include documents handling, report preparation, and regulatory compliance, with strong client and team communication. The ideal candidate has 3 years in a brokerage in Ireland, plus regulatory knowledge and proficiency with financial software.

Qualifications

• 3 years experience in a Brokerage in Ireland desirable.
• Experience in requesting letters of authorities and communicating with life insurance companies.
• Attention to detail, accuracy, and organisational skills for reviewing documentation.
• Willingness to learn software tools to compare and contrast financial products.
• Excellent verbal and written communication skills for client interactions and team collaboration.
• Knowledge of industry regulations and compliance standards.
• Ability to work independently, meet deadlines, and adapt to a remote work environment.

Responsibilities

• Assist financial advisors in preparing financial plans and conducting client research.
• Analyse financial data and develop tailored strategies to meet client goals.
• Assemble and review client documentation and application forms; prepare reports.
• Create financial models and ensure regulatory compliance; communicate with clients and team.

Skills

Attention to detail

Communication skills

Remote work adaptability

Regulatory knowledge

Software tools learning

Independent work

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

QFA or APA certification

Job description

Empowered Money Management is a client-focused financial services company committed to helping individuals and businesses achieve financial independence. Through customised financial planning, investment management, budgeting, and business financial consulting, we provide practical solutions tailored to unique goals. Our approach emphasises empowerment, innovative strategies, and a client-centric philosophy to foster financial well-being. Led by a team of experienced professionals, we embrace cutting-edge financial practices to navigate a rapidly changing landscape.

Role Description

This is a full-time remote role for a Paraplanner. The Paraplanner will assist financial advisors in preparing financial plans, conducting client research, analysing financial data, and developing tailored strategies to meet client goals. Responsibilities include assembling and reviewing client documentation, application forms, preparing reports, creating financial models, and ensuring regulatory compliance. Effective communication with clients and team members will also be a key aspect of this collaborative and detail-oriented role.

Qualifications

• 3 years experience in a Brokerage in Ireland desirable
• Experience in requesting letter of authorities, communicating with life insurance companies for key information.
• Attention to detail, accuracy, and organisational skills for reviewing and preparing documentation
• Willingness to learn software tools to compare and contrast financial products
• Excellent verbal and written communication skills for client interactions and team collaboration
• Knowledge of industry regulations and compliance standards
• Bachelor’s degree in Finance, Economics, Accounting, or a related field; relevant certifications such as QFA or APA.
• Ability to work independently, meet deadlines, and adapt to a remote work environment