Pension Paraplanner

4 weeks ago


United Kingdom Oval Recruit Ltd. Full time €60,000

Senior Paraplanner - Leading Specialist Wealth Manager
An award winning, employee owned Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for a highly capable individual to join their stable team. Working in a team-oriented environment that prides themselves on providing a positive, welcoming and social office culture you will be part of and help develop the paraplanning team.

Provide complex and comprehensive paraplanning support to Financial Planners working with clients delivering bespoke solutions.
Provide in-depth reporting and analysis of client current positions, objectives, risk and requirements.
Deliver broad analysis of client tax positions, with commentary and recommendations.
Help grow and develop the team.
Work as part of a collaborative office environment, making suggestions and recommendations.

The company will provide extensive training and an opportunity to learn and develop your technical and management skills.

This role offers excellent opportunities to progress into full Financial Planning roles as well as take further qualifications.


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