Paraplanner - Life & Pensions

Who are we?

Howden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 18,000 employees spanning over 100 countries.

People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.

Based in our Dublin office, Finance Solutions a Howden company are delighted to have a vacancy as a Paraplanner, for our Life & Pensions book of business that will be an integral part of our wider Financial Lines team.About the role:Reporting to the Head of Financial Planning the successful Paraplanner will ensure that the company’s clients receive exceptional advisory services. You will work closely on conducting market research, preparing statement of suitability’s, assisting in the development of comprehensive financial plans and progressing agreed business.Additionally, this role requires the individual to have strong relationship management, be process orientated, and optimize client relationships in the pre and post consultation stages.Key Responsibilities:

• Engage and develop a trusted relationship with clients in the pre & post consultation stages.
• Support the Head of Financial Planning with financial reports and analyses on pension, investments and life assurance products.
• Assist in the research and recommendations of life and pension products that align with clients' financial goals.
• Assist senior advisors in creating customised financial plans, including retirement and investment strategies.
• Oversee administrative tasks, including updating client files on CRM and preparing & submitting compliance documents to providers.
• Stay informed on market trends, regulatory updates, and new products to enhance service offerings.

About You:

• QFA certification with 3+ years of brokerage experience in life and pensions.
• Strong analytical skills for interpreting financial data and making clear recommendations.
• Attention to detail and the ability to work accurately and efficiently.
• Excellent communication and interpersonal skills.
• Proficiency in financial planning software tools desired but not essential (CashCalc preferred).

About Howden Ireland:Howden Ireland is part of Howden, the global insurance intermediary group, and has over 400 employees across 24 local offices advising clients on their commercial insurance, personal insurance, health insurance, life and pensions and mortgage requirements. Our success is primarily down to the incredible people we employ.For more information, please visit About Us | Howden Ireland (howdengroup.com)What do we offer in return?

A career that you define. At Howden, we value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us:

• Our successes have all come from someone brave enough to try something new

• We support each other in the small everyday moments and the bigger challenges

• We are determined to make a positive difference at work and beyond

Reasonable adjustments

We're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours* or hybrid working*.

If you're excited by this role but have some doubts about whether it’s the right fit for you, send us your application – if your profile fits the role’s criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.

*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.

Permanent