Job Title: Part-Time Paraplanner
Location: Remote
Working Model: Part-Time – Fully Remote
Abrivia are currently recruiting for a Part-Time Paraplanner to join our client, a long-established Irish brokerage providing insurance and financial services. With several decades of experience, the business has built its approach around personal service and long-term client relationships.
The successful candidate will work directly with a CFP-qualified director, preparing and developing financial plans for an existing client base across retirement planning, investments, savings and financial protection. The role will focus on producing plans that reflect each client’s circumstances, priorities and long-term goals.
This is a dedicated paraplanning position that would suit an experienced professional who enjoys the technical and analytical side of financial planning and wants to remain focused on this work rather than sales or new business generation.
Your Role
- Prepare and develop detailed financial plans using Voyant
- Review client information and prepare supporting financial planning analysis
- Help develop plans that reflect clients’ financial circumstances, priorities and long-term objectives
- Identify missing information or areas requiring clarification and raise relevant queries
- Support the ongoing financial planning requirements of an established client base
- Work closely with the director to progress planning work efficiently
- Focus primarily on technical financial planning, with limited general administration and no sales or new-business targets
Your Skills
- Fully QFA qualified at a minimum
- Practical experience preparing and developing financial plans
- Strong hands-on experience using Voyant with the ability to work confidently and independently on the system
- Strong technical and analytical financial planning skills
- Excellent attention to detail and organisational ability
- Proactive and self-motivated with the ability to manage your workload remotely
- Strong communication skills and the ability to work closely with a director
- CFP certification would be a strong advantage
The position is part-time and fully remote, with working hours and their distribution to be agreed. There may be potential for the role to move to full-time in the future, although this is not guaranteed.
Should this position be of interest to you please call Tadhg at 01 9052560. Applications are in strict confidence.
