Senior Paraplanner — Expert Research & Client Reports

Alpha Wealth; Cork; On-site; EUR 50,000 - 70,000; Full time

Job summary

Alpha Wealth is seeking an experienced Senior Paraplanner in County Cork, Ireland. You will own technical research and recommendations across pensions, investments and protection while handling complex client queries and supporting an excellent client experience.

You will prepare suitability reports for annual reviews, liaise with advisers and providers, and ensure compliance with relevant regulations. Strong communication and software skills are essential.

Qualifications

• QFA minimum required for candidate.
• Minimum 2+ years paraplanning experience in Irish advisory practices.
• Knowledge of Irish pensions, investments and protection essential.
• Strong report-writing, analytical and compliance skills.
• Confident communicator with clients by phone and email.
• Proficiency with planning software Voyant and Fasttrack, plus MS Office.

Responsibilities

• Prepare suitability reports and recommendations across pensions, investments and protection.
• Research and compare products across the Irish market, including pension providers and life assurance.
• Liaise with clients via phone and email handling complex queries.
• Prepare documentation for annual client reviews with valuations and updated assessments.
• Draft suitability letters and client reports and supporting documents.
• Liaise with product providers, fund managers and life assurance companies.
• Maintain accurate client records and contribute to process improvements.
• Ensure compliance with the Consumer Protection Code 2012, Investment Intermediaries Act 1995 and GDPR.

Skills

Paraplanning experience

Client communication

Report writing

Analytical skills

Compliance awareness

Microsoft Office

Education

QFA minimum

Tools

Voyant

Fasttrack

Microsoft Office

Job description

Alpha Wealth is seeking an experienced Senior Paraplanner in County Cork, Ireland. You will own technical research and recommendations across pensions, investments and protection while handling complex client queries and supporting an excellent client experience.

You will prepare suitability reports for annual reviews, liaise with advisers and providers, and ensure compliance with relevant regulations. Strong communication and software skills are essential.