Find Change program Jobs in Limerick, Lk

Paraplanner
Thomond Asset Management —Limerick, County Limerick
- €30,000–€58,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Employee assistance program
- Sick pay
Quick apply
5d
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- Full-time
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WiiGroup —Limerick, County Limerick
- Full-time
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Quick apply
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Analog Devices —Limerick, County Limerick
- Presentation skills
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- Communication skills
Sr. HR Business Partner
Extreme Networks —Shannon, County Clare
- Hybrid work
- Microsoft Excel
- English
- Human resources
Quick apply
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Consultant AML TA
Northern Trust Corp. —Limerick, County Limerick
- Full-time
- Analysis skills
- No degree
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Quality Engineering Manager
Edwards Lifesciences —Limerick, County Limerick
- Full-time
- Microsoft Excel
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Project Engineer
NovintiX Technologies —Limerick, County Limerick
- From €45,000 a year
- Project management
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Quick apply
7d
Senior Customs Broker
Expeditors —Shannon, County Clare
- Full-time
- Microsoft Excel
- Windows
- No degree
Quick apply
11d
HR Business Partner
Northern Trust Corp. —Limerick, County Limerick
- Full-time
- Hybrid work
- Human resources
- Communication skills
Clinical Nurse Manager I Medical Oncology - Limerick Cancer Centre
UPMC —Limerick, County Limerick
- €57,208.23–€67,372.50 a year
- Clinic
- Analysis skills
- Communication skills
- Annual leave
Floor Manager (40 hours, Limerick O´Connell St.)
Mango —Limerick, County Limerick
- Full-time
- Employee assistance program
Staff Nurse Oncology - Limerick Cancer Centre
UPMC —Limerick, County Limerick
- €37,788.19–€56,032.05 a year
- Clinic
- Analysis skills
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- Annual leave
Principal Engineer, Reliability Engineering
Analog Devices —Limerick, County Limerick
- Full-time
- Doctoral degree
- Master's degree
- Electrical Engineering
Audit Manager - Non FS - Limerick
PwC —Limerick, County Limerick
- Full-time
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Advanced Paramedic (Flight)- Ireland
REVA, Inc. —Shannon, County Clare
- €57,000–€69,999 a year
- Vital signs
Quick apply
Principal Engineer, Product Security
Analog Devices —Limerick, County Limerick
- Full-time
4d
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Atlantic Projects Company —Limerick, County Limerick
- Full-time
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12d
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onsemi —Limerick, County Limerick
- Full-time
- Master's degree
- Bachelor's degree
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Systems Integration Engineering
Analog Devices —Limerick, County Limerick
- Full-time
- Doctoral degree
- Master's degree
- Bachelor's degree

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Paraplanner

Thomond Asset Management
Limerick, County Limerick

Quick apply

Job details

Permanent | Full-time
€30,000–€58,000 a year
5 days ago

Benefits

Bike to work scheme
Company pension
Company events
Employee assistance program
Sick pay

Qualifications

Microsoft Word
CRM software
Microsoft Excel
Research
Microsoft Office
Administrative experience
Analysis skills
Communication skills
Time management

Full job description

Paraplanner Role

Why Join Our Team

Thomond Asset Management was founded in 2009 by Tom Fitzgerald, David O’Neill & Neal Kelly with the aim of providing distinctively high-quality wealth management. Thomond Asset Management is a financial advisory & wealth management firm. We operate nationwide & provide clients with access to the breadth of personal, corporate and investment expertise. We think it’s important to understand our clients & for our clients to understand us.

Our vision is to protect clients, their families and businesses, while helping to preserve and enhance their wealth, by building a strong relationships based on honesty, integrity and openness. Through our range of services, we work with our clients to provide them with the advice and guidance they need to achieve their financial aspirations.

Our service is built around comprehensive financial planning and sound investment principles. By exploring goals and objectives we deliver a tailored financial strategy to meet our clients’ needs.

Today Thomond Asset Management continues to deliver exceptional service to our clients and continues to grow through the dedication of our team, the pursuit of excellence but more importantly the loyalty of our clients.

The Person

The successful candidate needs to have a strong customer focus with a strong desire to achieve success for your clients. They will need to be a highly organised individual who is efficient and likes to work to specified targets and objectives. They will need to have excellent communication and administrative skills along with strong problem solving abilities. The ability to think laterally is another highly sought trait along with the not accepting the status quo.

Based on the outline above the behavioural competencies that is essential for the job are:

· Strong analytical mindset.

· Highly organised with excellent attention to detail.

· Professional and ethical approach.

· Ability to work independently and collaboratively.

· Strong problem-solving skills.

· Effective communication and interpersonal skills.

· Client-focused with a commitment to delivering excellent service.

· Adaptable and able to manage competing priorities.

The Role

The Paraplanner plays a key role in supporting Financial Advisers by providing high-quality technical, research, analytical, and administrative support throughout the financial planning process. The role ensures that client recommendations are accurate, compliant, and aligned with regulatory requirements while delivering an exceptional client experience.

· Meeting with clients, uncovering their financial needs & providing solutions where required

· Maintaining and building client relationships

· Expanding your network and gathering referrals where possible

· Meeting agreed time targets

· Providing an excellent level of customer service at all times

This role will be suit an individual who relishes the challenge of managing a diverse group of clients with a wide range of needs, from both an advisory and service position. Ideally this person will have experience in a similar role while also managing junior team members with the objective of achieving the overall business objectives of the company.

The successful candidate must have an in-depth knowledge of the various pension propositions available in Ireland coupled with a deep understanding of the more advanced financial advisory approaches that exploit a wide variety of non-standard product solutions.

Key Responsibilities

Financial Planning Support

· Prepare comprehensive financial plans & suitability reports based on adviser recommendations.

· Conduct research into financial products, investment solutions, pensions, protection, and retirement planning strategies.

· Analyse clients' financial circumstances, objectives, and risk profiles.

· Produce cashflow modelling and financial projections where appropriate.

· Assist advisers in developing tailored financial planning strategies.

Technical Research & Analysis

· Research and compare investment platforms, pension providers, insurance products, and other financial solutions.

· Stay informed of changes in legislation, taxation, pensions, investments, and financial planning regulations.

· Prepare technical reports and supporting documentation for client recommendations.

· Ensure recommendations comply with company policies and regulatory standards.

Client Support

· Gather and review client information and documentation.

· Prepare meeting packs, illustrations, and supporting materials for adviser meetings.

· Follow up on outstanding client documentation and provider information.

· Respond to client queries where appropriate, maintaining a professional and timely service.

Compliance & Risk Management

· Ensure all documentation meets internal compliance standards.

· Maintain accurate and complete client records within the CRM system.

· Support advisers during compliance reviews and audits.

· Adhere to all regulatory requirements, including data protection and anti-money laundering procedures.

Administration

· Liaise with providers regarding product information and applications.

· Monitor the progress of new business and existing client servicing activities.

· Assist with annual review processes and ongoing servicing requirements.

· Maintain organised records and documentation.

Experience:

Essential

· Experience in a Paraplanning or Financial Planning support role.

· Strong understanding of financial planning principles.

· Knowledge of pensions, investments, protection, and retirement planning.

· Excellent analytical and research skills.

· High attention to detail and accuracy.

· Strong written communication and report-writing skills.

· Excellent organisational and time management skills.

· Proficiency in Microsoft Office, particularly Excel and Word.

· Experience using financial planning and CRM software.

Desirable

· Experience within a regulated financial services environment.

· Knowledge of tax planning and estate planning.

· Familiarity with cashflow modelling software.

· Experience with investment research tools and provider platforms.

Qualifications:

Essential

· Diploma in Financial Planning (or working towards completion).

· Relevant financial services regulatory qualifications applicable to the jurisdiction.

Desirable

· Advanced Diploma in Financial Planning.

· Chartered Financial Planner status (or working towards).

Salary

Salary will depend on experience

Pay: €30,000.00-€58,000.00 per year

Benefits:

Bike to work scheme
Company events
Company pension
Employee assistance program
Sick pay

Work Location: In person

Quick apply

Refine Your Search

change program jobs in limerick, lk

Paraplanner

Solutions and Tool Specialist – Functional Safety

Junior/Associate Construction Planner

Equipment Maintenance Technician Graduate

Sr. HR Business Partner

Consultant AML TA

Quality Engineering Manager

Project Engineer

Senior Customs Broker

HR Business Partner

Clinical Nurse Manager I Medical Oncology - Limerick Cancer Centre

Floor Manager (40 hours, Limerick O´Connell St.)

Staff Nurse Oncology - Limerick Cancer Centre

Principal Engineer, Reliability Engineering

Audit Manager - Non FS - Limerick

Advanced Paramedic (Flight)- Ireland

Principal Engineer, Product Security

Lead Civil Engineer

Senior IC Layout Manager

Systems Integration Engineering

I want to receive the latest job alerts for change program in limerick, lk

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