Trainee Paraplanner
- Hiring from
- Ireland
- Work type
- Hybrid
- Posted
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Trainee Paraplanner
- West Dublin
- Full-time, hybrid role
- Opportunity to develop a career in financial planning
Background
Our client is a specialist financial planning firm providing tailored financial advice to individuals and business owners.
They are looking for a Trainee Paraplanner to support their financial planning team. This is an excellent opportunity for someone with financial services experience who is looking to develop their technical knowledge and progress their career within financial planning.
Package details
- Competitive salary
- Hybrid working
- Ongoing training and professional development
- Opportunity for career progression
Responsibilities
- Research financial products and assist with the preparation of financial plans and recommendation reports.
- Gather and analyse client information, preparing financial summaries to support advisors.
- Liaise with product providers and prepare documentation for client meetings.
- Maintain accurate client records and ensure documentation meets regulatory and compliance requirements.
- Support the ongoing improvement of financial planning processes.
Key skills required
- Minimum of 1 year's experience in financial services.
- Relevant qualification or academic background in finance, business, economics or a related field.
- Strong analytical skills
