In order to work in Ireland a non-EEA National, unless they are exempted, must hold a valid employment permit. Please review the Eligibility and requirements for an employment permit if you are unsure of your eligibility to apply for this vacancy. The Role The Paraplanner plays a key role in supporting Financial Advisers by providing high-quality technical, research, analytical, and administrative support throughout the financial planning process. The role ensures that client recommendations are accurate, compliant & aligned with regulatory requirements while delivering an exceptional client experience. The successful candidate must have an in-depth knowledge of the various pension propositions available in Ireland coupled with a deep understanding of the more advanced financial advisory approaches that exploit a wide variety of non-standard product solutions. The Person The successful candidate needs to have a strong customer focus with a strong desire to achieve success for your clients. They will need to be a highly organised individual who is efficient & likes to work to specified targets & objectives. They will need to have excellent communication & administrative skills along with strong problem solving abilities. The ability to think laterally is another highly sought trait along with the not accepting the status quo. Key Responsibilities Prepare comprehensive financial plans & suitability reports based on adviser recommendations. Conduct research into financial products, investment solutions, pensions, protection, & retirement planning strategies Research & compare investment platforms, pension providers, insurance products, & other financial solutions Stay informed of changes in legislation, taxation, pensions, investments & financial planning regulations Gather & review client information & documentation Prepare meeting packs, illustrations, and supporting materials for adviser meetings Ensure all documentation meets internal compliance standards. Maintain accurate & complete client records within the CRM system Liaise with providers regarding product information & applications Monitor the progress of new business & existing client servicing activities Experience: Essential Experience in a Paraplanning or Financial Planning support role Strong understanding of financial planning principles Knowledge of pensions, investments, protection, and retirement planning Excellent analytical & research skills High attention to detail & accuracy Strong written communication & report-writing skills Excellent organisational & time management skills Proficiency in Microsoft Office Experience using financial planning & CRM software Desirable Experience within a regulated financial services environment Knowledge of tax planning & estate planning Familiarity with cashflow modelling software Experience with investment research tools & provider platforms. Qualifications: Essential Diploma in Financial Planning (or working towards completion). Relevant financial services regulatory qualifications applicable to the jurisdiction. Desirable Advanced Diploma in Financial Planning. Chartered Financial Planner status (or working towards). To Apply please forward CV to [apply via link]