Paraplanning & Client Solutions Specialist

Inverdea Financial Services Ltd.; Wicklow; On-site; EUR 40,000 - 55,000; Full time

Benefits offered by this job

Pension contribution

Income protection

Death-in-service benefit

Job summary

Inverdea Financial Services Ltd. in Wicklow Town seeks an experienced Financial Planning Administrator / Paraplanning Support to work closely with Financial Advisors, manage client administration and assist with meetings, reports, cashflow planning and research.

The role suits a QFA-qualified professional with Life & Pensions experience, aiming to broaden involvement in the financial planning process and deliver high-quality client service.

Qualifications

• Fully QFA qualified.
• Experience in Life & Pensions / financial services.
• Good knowledge of pensions, investments and protection products.
• Strong organisation and attention to detail.
• Excellent written and verbal communication.
• Ability to manage own workload end-to-end.
• Proactive, professional and client-focused.

Responsibilities

• Manage pension, investment and protection business from application to completion.
• Liaise with clients and product providers on new and existing business.
• Manage and follow up on pension and investment transfers.
• Prepare for client meetings and annual reviews with valuations and policy info.
• Assist Financial Advisors with client meetings and follow-up actions.
• Assist with suitability reports and client recommendations.
• Conduct product, provider and fund research.
• Assist with cashflow planning and financial modelling.
• Handle day-to-day client and provider queries.
• Maintain accurate client records and ensure files meet compliance.

Skills

Client service

Attention to detail

Communication skills

Time management

Industry knowledge

Proactive mindset

Education

QFA qualification

Job description

Inverdea Financial Services Ltd. in Wicklow Town seeks an experienced Financial Planning Administrator / Paraplanning Support to work closely with Financial Advisors, manage client administration and assist with meetings, reports, cashflow planning and research.

The role suits a QFA-qualified professional with Life & Pensions experience, aiming to broaden involvement in the financial planning process and deliver high-quality client service.