Trainee Paraplanner

Pro Wealth is a specialist financial planning firm in Ireland focused on the needs of high net worth individuals, company directors, and business owners. The firm provides tailored advice in areas such as exit strategies, estate planning, risk management, and tax structures. Services are highly personalized, private, and designed around each client’s specific objectives and schedule. Pro Wealth is committed to delivering top-quality, needs-based financial planning that supports long-term financial security and strategic business decisions. Role Description The Trainee Paraplanner will support financial planners in delivering high-quality advice to clients by assisting with research, analysis, and preparation of recommendation reports. Day-to-day tasks include gathering and organizing client data, preparing financial summaries, supporting the development of financial plans, and maintaining accurate records in line with regulatory requirements. The role also involves liaising with providers, preparing documentation for client meetings, and contributing to continuous improvements in advice processes. This is a full-time hybrid role based in Maynooth, with a combination of time in the office and some work from home.

Qualifications

• Strong analytical and numerical skills, with the ability to interpret financial data and produce clear summaries.
• Excellent written and verbal communication skills for drafting reports, client correspondence, and internal documentation.
• High attention to detail, accuracy in record-keeping, and strong organizational skills to manage multiple tasks and deadlines.
• Comfort with using office and financial planning software, including spreadsheets and document management tools.
• Relevant academic background in finance, business, economics, or a related field; progress toward or interest in professional financial planning qualifications is an advantage.
• Ethical mindset, discretion when handling confidential information, and commitment to regulatory and compliance standards.
• Ability to work collaboratively within a small team, take direction, and show initiative in learning and development.
• Prior experience or internships in financial services, wealth management, or a similar environment are beneficial but not essential.

Requirements added by the job poster

• Authorized to work in Ireland

• 1+ years of work experience with Financial Services