Overview
Paraplanner – Cork Jobs in County Cork, Ireland at Morgan McKinley
Title: Paraplanner – Cork
Company: Morgan McKinley
Location: County Cork, Ireland
We are working on behalf of our client, a well-established and growing wealth management brokerage based in Cork, to recruit an experienced Paraplanner.
This is an excellent opportunity to join a professional and client-focused organisation where you will play a key role in supporting and contributing to the delivery of high-quality, tailored financial advice.
What you need
- Diploma / QFA (or equivalent) preferred
- Previous experience in a paraplanning or financial services support role
- Strong technical knowledge of financial planning products and advice processes
- Excellent attention to detail and analytical skills
- Strong report writing and written communication ability
- Ability to manage workloads effectively and meet deadlines
- Experience with financial planning tools and systems
Responsibilities
- Gather, review, and analyse client information to ensure accuracy and completeness
- Research suitable financial solutions across pensions, investments, and protection
- Prepare clear, compliant suitability reports and supporting documentation
- Assist in developing financial plans aligned to client objectives
- Utilise cashflow modelling tools to support recommendations where required
- Liaise with providers and third parties to obtain relevant information
- Maintain accurate client records in line with compliance standards
- Support ongoing client servicing, including annual review preparation
