Remote Paraplanner for Financial Planning & Analysis

Empowered Money; Ireland; Remote; EUR 42,000 - 64,000; Full time

Job summary

Empowered Money Management in Ireland seeks a dedicated Paraplanner to support financial planners in delivering compliant advice and service to clients. The paraplanner will develop and document financial plans, prepare suitability reports, and create materials for client meetings.

Daily tasks include gathering and analysing client data, researching products, and modeling scenarios to back recommendations. Remote collaboration with advisors and operations ensures smooth delivery of services.

Qualifications

• Strong foundation in Finance and Financial Planning; translate client goals into structured recommendations.
• Solid Analytical Skills and experience with Investments; assess risk, performance, and suitability.
• Proficiency in Report Writing; clear, concise written communication for diverse clients.
• Familiarity with financial planning software, CRM systems, and productivity tools; quick to learn new platforms.
• Relevant academic background in finance, financial planning, economics, or related field.
• Strong attention to detail and ability to manage multiple tasks remotely.
• Commitment to ethics, client confidentiality, and regulatory compliance.
• Effective interpersonal and communication skills; collaborative with advisors and teams.

Responsibilities

• Develop and document financial plans and strategies for clients.
• Prepare suitability reports and client meeting materials.
• Gather and analyse client data; research financial products and investment options.
• Model financial scenarios to support recommendations and decisions.
• Maintain accurate records; update planning tools and client files.
• Ensure advice documents comply with regulatory and internal standards.
• Collaborate with advisors and operations to deliver a smooth client experience.

Skills

Finance & Financial Planning

Analytical Skills

Report Writing

CRM & Productivity Tools

Finance software familiarity

Education in finance

Attention to detail

Regulatory compliance

Interpersonal communication

Education

Finance-related degree/certification

Tools

Financial planning software

CRM systems

Productivity tools

Job description

Empowered Money Management in Ireland seeks a dedicated Paraplanner to support financial planners in delivering compliant advice and service to clients. The paraplanner will develop and document financial plans, prepare suitability reports, and create materials for client meetings.

Daily tasks include gathering and analysing client data, researching products, and modeling scenarios to back recommendations. Remote collaboration with advisors and operations ensures smooth delivery of services.