Job Title: Experienced Paraplanner
We are seeking an experienced Paraplanner to join our team at a City Centre based Financial Planning Firm. The ideal candidate will have strong experience gained in a similar environment, such as a Financial Brokerage or Advisory Firm.
About the Role:
* Support the advisory team in following the Presale Process, ensuring all necessary paperwork is collected from clients.
* Prepare Presale documents, including Statements of Suitability, compliance documents, and supporting material with input from Financial Advisors.
* Liaise with Life Cos and communicate market and product changes to the sales team lead.
* Assist management in providing product information, fund performance data, and sales pipeline support.
Requirements:
* Demonstrable experience in the Life & Pensions broker industry.
* Previous experience in a Paraplanner Role or Sales Support Role.
* QFA qualifications or exams undertaken required.
* Ability to deal with generic client queries.
* Experience with cashflow modelling software such as CashCalc or Voyant.
* Strong MS suite experience, Excel etc.
Salary: We offer a competitive salary for this role, estimated to be around €40,000 - €60,000 per annum, depending on experience.