Wealth Planning Paraplanner: Impactful Prep & Insights

Walfrid Private Limited; Dublin; Presencial; EUR 35.000 - 55.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Company Pension

Birthday leave

22 days annual leave

IP and DIS on joining

Descripción de la vacante

Walfrid Private Limited in Dublin is seeking an experienced paraplanner to support Financial Advisors and create tailored client plans. You will prepare meeting packs, valuations and summaries, and join meetings to capture notes and drive timely follow-ups.

You will research financial products, evaluate suitability, and generate reports; ensure compliance with regulatory standards and the goals-based planning approach.

Formación

• Previous experience in financial planning or wealth management.
• Must have completed all QFA exams.
• In depth knowledge of pension, protection and investment products available in the Irish market.
• Excellent communication skills and ability to interact with clients.

Responsabilidades

• Provide support to Financial Advisors with tasks pre and post client meetings, including preparing meeting packs, 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.

Conocimientos

Client communication

Wealth management

Attention to detail

Regulatory compliance

Educación

QFA exams completed

Herramientas

WealthTrack

Salesforce CRM

Descripción del empleo

Walfrid Private Limited in Dublin is seeking an experienced paraplanner to support Financial Advisors and create tailored client plans. You will prepare meeting packs, valuations and summaries, and join meetings to capture notes and drive timely follow-ups.

You will research financial products, evaluate suitability, and generate reports; ensure compliance with regulatory standards and the goals-based planning approach.