Paraplanner

MCS Group is delighted to be recruiting for a Paraplanner to join a well established financial brokerage in Dublin.

The Company:

With nearly three decades of trusted service, the company has built a reputation for integrity, personalised advice, and long term client relationships. The team of experienced advisors, paraplanners, and administrators - all working collaboratively to deliver a first class client experience.

The firm specialises in Life Savings, Investments, and Protection products, supporting a diverse client base across the Republic of Ireland.

If you're seeking a stable, friendly, and professional environment where you can take ownership of your work and grow your career, this role offers exactly that.

The Rewards:

As the successful Paraplanner you will receive:

• Base salary up to €50,000, bonus and extensive benefits
• 23 days annual leave + your birthday off + 10 public holidays
• QFA membership & exam fees fully covered
• A supportive, close knit team environment with long term stability

The Role:

As the successful Paraplanner you will be responsible for:

• Managing end to end processing of applications across savings, investments, and protection products
• Sitting in on client meetings and supporting advisors with follow up actions
• Handling client engagement, documentation, and ongoing service queries
• Assisting advisors with research, preparation, and case management
• Monitor Pension bank accounts, recommending investment opportunities for client pension funds
• Other duties as outlined in the full job description.

The Person:

The successful Paraplanner will meet the following criteria:

• 3+ years' experience in a financial brokerage (essential)
• Working towards or already QFA qualified
• Strong organisational skills with the ability to manage a busy client portfolio
• Professional, client focused, and eager to develop within the financial services sector