Trainee Paraplanner

STRIVE Search; Dublin; On-site; EUR 28,000 - 32,000; Full time

Benefits offered by this job

Ongoing training and professional dev

Career progression

Job summary

STRIVE Search in Dublin is looking for a Trainee Paraplanner to support the financial planning team. This position suits someone with financial services experience who wants to deepen technical knowledge and advance within financial planning.

You will research financial products, prepare summaries, liaise with providers, and ensure compliant client records while aiding process improvements. A minimum of 1 year in financial services and a relevant finance-related qualification are required.

Qualifications

• Minimum of 1 year's experience in financial services.
• Relevant qualification or academic background in finance, business, economics or a related field.

Responsibilities

• Research financial products and assist with the preparation of financial plans and recommendation reports.
• Gather and analyse client information, preparing financial summaries to support advisors.
• Liaise with product providers and prepare documentation for client meetings.
• Maintain accurate client records and ensure documentation meets regulatory and compliance requirements.
• Support the ongoing improvement of financial planning processes.

Skills

Financial services experience

Research skills

Attention to detail

Education

Finance, business, economics qualification

Job description

• Opportunity to develop a career in financial planning

Background

Our client is a specialist financial planning firm providing tailored financial advice to individuals and business owners.

They are looking for a Trainee Paraplanner to support their financial planning team. This is an excellent opportunity for someone with financial services experience who is looking to develop their technical knowledge and progress their career within financial planning.

• Ongoing training and professional development
• Opportunity for career progression

Responsibilities

• Research financial products and assist with the preparation of financial plans and recommendation reports.
• Gather and analyse client information, preparing financial summaries to support advisors.
• Liaise with product providers and prepare documentation for client meetings.
• Maintain accurate client records and ensure documentation meets regulatory and compliance requirements.
• Support the ongoing improvement of financial planning processes.
• Minimum of 1 year's experience in financial services.
• Relevant qualification or academic background in finance, business, economics or a related field.