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Life & Pensions Paraplanner

1 month ago

Dublin, Dublin City, Ireland WTW Full time

Are you passionate about financial planning and looking to take the next step in your career? We have the perfect opportunity for you

At WTW, we're dedicated to helping our clients secure their financial futures with tailored solutions and expert advice. As a Life & Pension Paraplanner, you'll play a crucial role in this mission, supporting our advisors and clients with comprehensive financial planning services.

WTW Benefits

Salary Negotiable | Annual leave days*) |Comprehensive benefits from day 1 | Bonus Performance | Pension scheme | Healthcare Allowance (capped €1, |Educational Support | Life Assurance | Charitable Gift Matching & Fundraising | Group Income Protection | Share Scheme | Employee Assistance Programme | Hybrid Working (2 days per week) | Paid Professional Membership | Volunteer Day.

The Role

An exciting opportunity is now available for a Life & Pensions Paraplanner, reporting to the Director – Financial Planning, will provide assistance to the WTW's financial advisers to individual clients. This role will support the financial advisers by providing market research & Advice Report production, client review preparation, answering technical queries, dealing directly with clients and identifying new business opportunities from existing client base. There will also be involvement in the delivery of bulk project exercises i.e. Enhanced Transfer Values (ETV), and Pension Increased Exchange (PIE).

  • Have an input into pre-sales process and understanding client objectives and occasionally attend client meetings,
  • Voyant / Cashflow analysis and Financial Planning (e.g. max funding, Chargeable Excess Tax - CET etc.)
  • In conjunction with the Financial Advisors, put in place a clear plan of activity in terms of lead generation to actively review clients
  • Assist in executing some business (e.g. protection business, annuities & Approved Minimum Retirement funds) through a desk-based service.
  • Ensure Sales team are fully briefed on all market and product changes on a timely basis.

At WTW, we trust you to know your work and the people, tools, and environment you need to be successful. Most of our colleagues work in a" hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role, and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.

The Requirements

  • All Inclusive experience in Paraplanning and knowledge of the Life & Pensions industry.
  • QFA as a minimum qualification is required. RPA is beneficial whether achieved or working towards completion.
  • Understanding of Compliance or certification would be beneficial.
  • Analytical, with good knowledge of products, business practices and markets.
  • Competency with MS office packages particularly MS Excel.
  • Team player is essential with an ability to work on simultaneous tasks and meet SLA's.

Are you ready for your next challenge? Do you want to work with talented colleagues in a company that truly rewards your efforts? Then this could be the perfect opportunity for you

About WTW Retirement

Retirement Ireland, while the Republic of Ireland (ROI) and Northern Ireland (NI) territory has one of the smaller populations in our Western Europe Region (ROI : 4.9m , NI : 1.8m) it is one of the largest Retirement Practices in the region with circa 150 colleagues. This scale is because of the very broad range of retirement services it offers in the market and it is one of the very few regions where we service the whole market from the individual employee or self employed person right up to Pension Scheme Trustees and Sponsors of multi-billion euro pension funds. The practice has also been successful in developing various other specialist services.

Equal Opportunity Employer

WTW are an inclusive employer and welcome applications from people of all backgrounds and abilities. Please let us know if you require reasonable accommodation or support during any stage of the recruitment process and we will do our upmost to accommodate you.

#WTW #WTWlife #WTWcareers #Paraplanner #QFA


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