Paraplanner

• Full Time Permanent position
• Hybrid role based in our City Centre offices

What we offer

We have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the remainder of the week.

We offer a comprehensive benefits package including competitive salaries and bonuses, robust Learning and Development support, excellent Defined Contribution pension and comprehensive Wellbeing initiatives and support to name but a few. 

Further details on our benefits package can be accessed here Benefits (life-careers.com)

Overview 

At Irish Life we’re passionate about helping the people of Ireland to take care of their financial well-being, so they can live better lives today and build better futures.

As part of our continued expansion and business growth plans, we’re looking for experienced people to join our dynamic Financial Planning Advice Support Team that provides market-leading financial advice to our mass affluent customers. 

This is an exciting opportunity to support the provision of expert financial advice, to make a real impact and to grow your career in an innovative and rewarding environment.

This is a hybrid role.  

This is a Grade 8 or 9 position, depending on experience and qualifications.

Key Responsibilities: 

•    Construct Clear and Professional Financial Plans - Engage closely with our CFP  Advisers to ensure clients' needs and objectives are identified, recommendations are appropriate, that technical detail is accurate and that all is professionally presented in customer Financial Plans (Statements of Suitability).
•    Compliance & Regulation - ensure full compliance with our Wealth Advice process, ensuring outputs are in line with relevant regulatory, legal and technical requirements, all underpinned by our Consumer Protection Framework. 
•    Build Relationships - Develop and maintain strong relationships with our CFP Advisers, Sales Management and other relevant teams to ensure high standards in the provision of a professional service to our sales channels and ultimately to our customers. 
•    Quality Advice - Act as an ambassador for advice throughout the business, supporting CFP Advisers in the delivery of quality advice solutions, working closely with sales management in relation to priorities and identification of any training needs. 
•    Team Player - collaborate with the team to manage priorities and ensure timely delivery of Financial Plans.
•    Innovation & Change - Support ongoing change initiatives, including digitalisation as the role evolves over time. Display initiative by highlighting any opportunities for change to support overall team quality and service objectives. 
   

The Ideal Person:

•    QFA qualified or have a similar qualification which satisfies the Minimum Competency Requirements of the Central Bank of Ireland 
•    Willingness to progress towards CFP qualification 
•    Extensive knowledge and understanding of financial planning with strong life and pensions technical knowledge. 
•    Ability to demonstrate application of skills and knowledge to achieve objectives and make the complex simple. 
•    Excellent oral and written communication skills
•    Effective time and caseload management skills
•    Strong relationship management skills 
•    Strong numerical ability with high level of attention to detail
•    Previous experience in a financial advice role would be beneficial.

Competencies:

•    Building and Maintaining Relationships 
•    Problem Solving and Decision Making 
•    Risk and Control 
•    Commercial Awareness 
•    Delivering Superior Customer Satisfaction 
•    Drive for Results 
 

Fitness & Probity

This role is a ‘controlled function’ as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee’s fitness and probity. Further details on this due diligence process are available from ILFS Human Resources.

About us

Irish Life is one of Ireland’s largest financial institutions with a presence across a range of financial services markets.  We are one of Ireland’s leading financial services groups with over 1.4 million customers. For over 80 years, we’ve been helping people to look after their life insurance, pension and investment needs, and more recently their health insurance.

It is a subsidiary of Great-West Lifeco and a member of the Power Financial Corporation group of companies.

We are proud of our culture of developing and supporting the growth and professional development of our people. The focus has resulted in a team of top talent with high standards, positioning us at the forefront of our industry.

The company reserves the right to draw up a shortlist as part of the selection process.  Where Agency assistance is required the Irish Life Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Irish Life by Recruitment Agencies will not be accepted for this role.

Irish Life is proud to be an Equal Opportunities employer. We have created an environment of inclusion and growth to help people achieve their potential, to ensure they can bring their whole selves to work and to feel valued.  We celebrate diversity of thought and perspective and want all of our employees to feel valued, respected and supported.  We have built a culture that promotes equality and inclusion for all of our current and future employees and strive to ensure that our behaviours, processes and practices are aligned to this culture.

If you require any accommodations during the recruitment process please contact lifecareers@irishlife.ie and we will be delighted to ensure you are fully supported to be your best.   

Irish Life Financial Services supports Equal Opportunity.

Irish Life Assurance plc is regulated by the Central Bank of Ireland.