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Paraplanner at Morgan McKinley

Position Paraplanner
Posted 26 Apr 2026
Expired 26 May 2026
Company Morgan McKinley
Location Dublin | IE
Job Type Full Time

Job Description:

Latest job information from Morgan McKinley for the position of Paraplanner. If the Paraplanner vacancy in Dublin matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Morgan McKinley for the position of Paraplanner below matches your qualifications.

We are working on behalf of our client, a well-established and growing wealth management brokerage, to recruit an experienced Paraplanner. This is an excellent opportunity to join a professional and client-focused organisation where you will play a key role in supporting and contributing to the delivery of high-quality, tailored financial advice. What you need Diploma / QFA (or equivalent) preferred Previous experience in a paraplanning or financial services support role Strong technical knowledge of financial planning products and advice processes Excellent attention to detail and analytical skills Strong report writing and written communication ability Ability to manage workloads effectively and meet deadlines Experience with financial planning tools and systems Responsibilities Gather, review, and analyse client information to ensure accuracy and completeness Research suitable financial solutions across pensions, investments, and protection Prepare clear, compliant suitability reports and supporting documentation Assist in developing financial plans aligned to client objectives Utilise cashflow modelling tools to support recommendations where required Liaise with providers and third parties to obtain relevant information Maintain accurate client records in line with compliance standards Support ongoing client servicing, including annual review preparation Skills: financial planning retirement pensions investments Benefits: bonus

Job Info:

  • Company: Morgan McKinley
  • Position: Paraplanner
  • Work Location: Dublin
  • Country: IE

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Paraplanner at the office Dublin above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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