Senior Paraplanner — Wealth Planning & Client Insight

Walfrid Private

Dublin

On-site

EUR 45,000 - 65,000

Full time

7 days ago

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Benefits offered by this job

Shorter working week — half-day Friday

Company Pension

Birthday off

22 days annual leave

Job summary

Walfrid Private in Dublin 12 is looking for an experienced Paraplanner to join our Wealth Management team. You will support Financial Advisors by preparing meeting packs, quotes, valuations, and client reports, helping to deliver personalised solutions for high-net-worth clients.

The role emphasizes attention to detail, compliance with industry standards, and collaboration with administration and broker support.

Qualifications

Previous experience in an administrative role in financial services.
Completed or working toward QFA. Must have APA.

Responsibilities

Provide support to Financial Advisors with tasks pre and post client meetings, including preparing meeting packs, quotes, valuations, and summarising meeting outcomes.
Join client meetings alongside Financial Advisors, offering technical insight, capturing comprehensive notes, and ensuring timely completion of all follow-up actions and documentation.
Work with Broker Support team to carry out in-depth research on financial products, evaluate their suitability and prepare detailed comparisons to support tailored client recommendations.
Assist in building personalised financial plans and generate supporting documentation and reports based on outcomes from client meetings.
Play a key role in the consistent delivery of our goals-based financial planning approach across the advisory team.
Ensure all reports and documentation fall in line with internal compliance and industry regulatory standards.