Paraplanner (Hybrid)– Growth, Coaching&Exams, Cork
Paraplanner (Hybrid)– Growth, Coaching&Exams, Cork
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Cork, Ireland
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Posted: less than a week ago
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Description
A growing and well-established financial planning business is looking to appoint a Paraplanner to join its expanding team in the South West. This is an excellent opportunity for someone who enjoys working closely with advisors, building strong client solutions, and developing their technical expertise within a supportive environment.You'll join an experienced team that takes a genuine coaching approach to development, offering strong progression opportunities and ongoing support with professional exams and career growth. The business has built an excellent reputation within wealth management and financial planning, with a strong focus on delivering tailored advice and long-term value to clients.
What you'll be doing
A growing and well-established financial planning business is looking to appoint a Paraplanner to join its expanding team in the South West. This is an excellent opportunity for someone who enjoys working closely with advisors, building strong client solutions, and developing their technical expertise within a supportive environment.You'll join an experienced team that takes a genuine coaching approach to development, offering strong progression opportunities and ongoing support with professional exams and career growth. The business has built an excellent reputation within wealth management and financial planning, with a strong focus on delivering tailored advice and long-term value to clients.
What you'll be doing
Support Financial Advisors with client research and financial planning Prepare detailed suitability reports and recommendation documents Analyse financial information and assist with investment planning Help develop retirement and wealth management strategies Maintain accurate and compliant client recordsLiaise with clients and internal teams to ensure a smooth advice process Conduct market and product research where required Assist in delivering high-quality client outcomes across a range of financial planning needs
Is this you?
Experience working within financial planning, wealth management, or paraplanning QFA qualified or currently working toward further professional qualifications Strong attention to detail with excellent analytical and report-writing skills
What's on offer
Salary of€45,000 - €55,000 Hybrid working model Strong benefits package Supportive and collaborative working culture Ongoing support with exams and professional development Clear progression opportunities within a growing business Opportunity to learn from an experienced and highly supportive team
How to apply
To learn more about this opportunity, contact Michael Gorman directly or apply with your CV below. Engage People is a multi-award-winning recruitment agency. We specialise across Accountancy, Financial Services, Technology, and Real Estate. To learn more about how we help create winning partnerships between professionals and organisations, get in touch today.
#J-18808-Ljbffr
What you'll be doing
A growing and well-established financial planning business is looking to appoint a Paraplanner to join its expanding team in the South West. This is an excellent opportunity for someone who enjoys working closely with advisors, building strong client solutions, and developing their technical expertise within a supportive environment.You'll join an experienced team that takes a genuine coaching approach to development, offering strong progression opportunities and ongoing support with professional exams and career growth. The business has built an excellent reputation within wealth management and financial planning, with a strong focus on delivering tailored advice and long-term value to clients.
What you'll be doing
Support Financial Advisors with client research and financial planning Prepare detailed suitability reports and recommendation documents Analyse financial information and assist with investment planning Help develop retirement and wealth management strategies Maintain accurate and compliant client recordsLiaise with clients and internal teams to ensure a smooth advice process Conduct market and product research where required Assist in delivering high-quality client outcomes across a range of financial planning needs
Is this you?
Experience working within financial planning, wealth management, or paraplanning QFA qualified or currently working toward further professional qualifications Strong attention to detail with excellent analytical and report-writing skills
What's on offer
Salary of€45,000 - €55,000 Hybrid working model Strong benefits package Supportive and collaborative working culture Ongoing support with exams and professional development Clear progression opportunities within a growing business Opportunity to learn from an experienced and highly supportive team
How to apply
To learn more about this opportunity, contact Michael Gorman directly or apply with your CV below. Engage People is a multi-award-winning recruitment agency. We specialise across Accountancy, Financial Services, Technology, and Real Estate. To learn more about how we help create winning partnerships between professionals and organisations, get in touch today.
#J-18808-Ljbffr
Highlights
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Company nameEngage People Recruitment
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Job positionParaplanner (Hybrid)– Growth, Coaching&Exams
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