BACK
Paraplanner
02 July 2025
Our client is a leading Wealth Management firm who are looking to hire a Paraplanner to join their team in Dublin. This role will report to the Head of Financial Planning and play an integral part in the wider Wealth Management Advisory team.
Responsibilities of this Paraplanner Job:
- Support the Advisers with pre and post client meeting preparation and administration including drafting meeting packs, portfolio valuations, post meeting notes
- Assist Director with effectively managing new client engagements and opportunities through to satisfactory completion
- Contribute towards the client reviews ensuring investments continue to align with goals and any changes in circumstances, identifying realignment strategies to meet ongoing objectives
- Attend client meetings with Adviser, where appropriate
- Work with the support of Financial Planning Team to prepare cash flow modelling and analysis
Requirements of this Paraplanner Job:
- QFA Certified, CFP or working towards this qualification will be an advantage
- Minimum of 2-4 years industry experience
- Ability to work independently and as part of a team
- Strong numerical ability with high level of attention to detail
- Demonstrate a high degree of energy, enthusiasm, and flexibility
This is an excellent opportunity for someone who will be looking to transition from an administrative role to an advisory or financial planning role.
For more information on this Paraplanner job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below.