Junior Paraplanner

Priority Insurance & Finance Solutions

Full Time


Position: Junior Paraplanner
Company: Priority Insurance & Finance Solutions
Location: Trim, Co. Meath
Contact: Gráinne Byrne
Contact Email: grainne@pifs.ie
Date Posted: 13th March 2024

Job Specification:

Job Role:

The Paraplanner will work closely with our Financial Planner(s) providing support to our client’s needs. The paraplanner will provide support in four main areas:

  • Preparing market research & recommendations in conjunction with the Financial Planner(s) across all areas of Financial Planning to an array of Individual, Business and Corporate clients.
  • Implement the Financial Planner(s) recommendations.
  • Preparing & maintaining compliant client files and updating CRM on a daily basis.
  • Preparing annual reviews.

Responsibilities:

  • Assist our Financial Planner(s) in managing existing and new clients.
  • Provide support to our Financial Planners to ensure client/business documentation is accurate.
  • Ensure timely, accurate, appropriate responses and updates to all correspondence, calls and enquiries.
  • Provide exceptional levels of customer service to our clients.
  • Develop and maintain excellent day to day working relationships with our Financial Planner(s) and Product Partners to maintain a collaborative working environment.
  • Obtain information, quotes, illustrations, product details, and provide comparisons for analysis.
  • Assist in identifying areas of financial planning and discover solutions suitable to meet the client’s needs and objectives.
  • Prepare, research, analyse and complete recommendation reports for the Financial Planner(s).
  • Prepare suitability statements and reports – This will include the pre-completion of documentation in advance of client meetings.
  • Fully understand the compliance process & procedures.

Skills Needed:

  • Excellent organisational skills with the ability to multitask, manage and prioritise the workload to acceptable deadlines.
  • Ability to work on own initiative.
  • Strong attention to detail with a willingness to learn.
  • Proficient written, verbal communication skills and a professional/friendly telephone manner.
  • Energy, enthusiasm, and be a team player to deliver on business objectives.
  • Strong knowledge of key areas of financial planning.
  • Excellent interpersonal skills, communication skills with the ability to liaise confidently & professionally with all stakeholders.
  • Discretion – understanding the importance of confidentiality

Qualifications:

  • Qualified Financial Advisor (QFA) desirable or working towards completing same.
  • Degree level qualification preferable.
  • A commitment to Continuous Professional Development.
  • Experience in and knowledge of the Financial Broker sector is beneficial.
  • Experience in a Paraplanner Role would be beneficial, but not essential.

Salary will be commensurate with experience and role will be based in our office in Trim, Co. Meath.


Please respond with your Curriculum Vitae, in the strictest confidence, to:

Gráinne Byrne
Priority Insurance & Finance Solutions
Halpin House,
High St, Trim,
Co. Meath
C15 V56E


grainne@pifs.ie


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