Jobs: paraplanner

Company Overview: Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve both business and personal financial performance. Walfrid Private implement strategic plans with their clients to ensure they achieve financial...

Job Title: Client Services & Paraplanning Manager Reporting to: Head Of Financial Services Department: Planning & Product About Prosperous Financial: At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across...

<p>We are Unio.<br/>Unio specialises in wealth management and employee benefit consultancy and has over 30 years' experience advising companies and personal investors, backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.<br/>With offices in Dublin, Cork, Limerick and Galway, Unio has €14 billion in assets under...

<p>We are Unio.<br/>Unio specialises in wealth management and employee benefit consultancy and has over 30 years' experience advising companies and personal investors, backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.<br/>With offices in Dublin, Cork, Limerick and Galway, Unio has €14 billion in assets under...

<p>A leading wealth management firm in Cork is looking for a Paraplanner to join its dynamic team.<br/>The ideal candidate will play a pivotal role in ensuring high-quality client experiences through various responsibilities including supporting Private Client Advisers and managing client files.<br/>Candidates should be QFA Certified, with...

<p>A wealth management firm in Dublin is seeking a Paraplanner to join their dynamic team.<br/>This role involves ensuring a high-quality client experience, supporting advisers with client administration, and managing client records.<br/>The ideal candidate should be QFA Certified or hold an equivalent qualification, with a strong...

Paraplanner A highly respected, boutique wealth management firm based in South Dublin is now seeking a skilled Paraplanner to join their team in a newly created position. This is a brand new, full-time permanent position with a firm famous for their development opportunities - and comfortably providing one of the best working environments in the market. The...

A leading wealth management firm in Cork is looking for a Paraplanner to join its dynamic team. The ideal candidate will play a pivotal role in ensuring high-quality client experiences through various responsibilities including supporting Private Client Advisers and managing client files. Candidates should be QFA Certified, with a strong knowledge of...

<div><p>We are Unio. Unio specialises in wealth management and employee benefit consultancy and has over 30 years’ experience advising companies and personal investors, backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.</p> <p>With offices in Dublin, Cork, Limerick and Galway, Unio has €14 billion in assets...

A financial services company in Ireland is on the lookout for a Remote Paraplanner to join their dynamic team. The ideal candidate will possess analytical skills, excellent report-writing abilities, and a keen attention to detail. With a minimum of two years’ experience in the broker industry and a CFP qualification (or in progress), this individual will...

<div><h3>Paraplanner</h3> <p>A highly respected, boutique wealth management firm based in <b>South Dublin</b> is now seeking a skilled <b>Paraplanner</b> to join their team in a newly created position.</p> <p>This is a <b>brand new, full-time permanent</b> position with a firm famous for...

<div><h3>Join Our Team as a Pension Technical Specialist</h3> <p>We’re looking for a dedicated Pension Technical Specialist to join our Customer team. In this role, you’ll ensure pension knowledge priority and is used to help shape the future of our pension services.</p> <h3>Key...

<div><h3>Overview</h3> <p><b>Empowered Money are a financial services company dedicated to taking the fear out of finance. They specialise in providing tailored solutions for individuals and businesses to achieve their financial goals. Their services include financial planning, pensions & investment management, budgeting,...

<div><h3>Paraplanner</h3> <p>A highly respected, boutique wealth management firm based in <b>South Dublin</b> is now seeking a skilled <b>Paraplanner</b> to join their team in a newly created position.</p> <p>This is a <b>brand new, full-time permanent</b> position with a firm famous for...

<div><h3>No.1 Bestselling Author 📚 | Host of How to be Good with Money on RTÉ One 📺| Private Consultations with Prosperous Financial | Corporate Speaker 📑|</h3> <p><b>Reporting to:</b> Premier Planning Manager</p> <p><b>Department:</b> Planning</p> <h3>About Prosperous...

A respected wealth management firm in South Dublin is seeking a skilled Paraplanner for a full-time position. The role includes working closely with financial advisers to prepare plans for high-net-worth clients, delivering quality advice, and handling client meetings. Ideal candidates will possess a QFA qualification and have experience in financial...

<div><p>We are Unio. Unio specialises in wealth management and employee benefit consultancy and has over 30 years’ experience advising companies and personal investors, backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.</p> <p>With offices in Dublin, Cork, Limerick and Galway, Unio has €14 billion in assets...

A wealth management firm in Dublin is seeking a Paraplanner to join their dynamic team. This role involves ensuring a high-quality client experience, supporting advisers with client administration, and managing client records. The ideal candidate should be QFA Certified or hold an equivalent qualification, with a strong background in data analysis and...

Job Title: Client Services &amp; Paraplanning Manager Reporting to: Head Of Financial Services Department: Planning &amp; Product About Prosperous Financial: At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across...

Job Title: Client Services &amp; Paraplanning Manager Reporting to: Head Of Financial Services Department: Planning &amp; Product About Prosperous Financial: At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across...