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Willis Towers Watson Junior Paraplanner (trainee-Financial Planning Team) in Dublin, Ireland

This position, reporting to Director – Financial Planning, will provide assistance to the team’s financial advisers. The person will support the financial advisers by providing market research & Advice Report production, client review preparation, answering technical queries and dealing directly with clients on certain queries. Also, assisting the Team Lead in further development of the role itself and the Advisory Process.

The Role

  • Have an input into pre-sales process and understanding client objectives and occasionally attend client meetings,

  • Voyant / Cashflow analysis and Financial Planning (e.g. max funding, CET etc.)

  • In conjunction with the Financial Advisors, put in place a clear plan of activity in terms of lead generation to actively review clients

  • Assist in executing some business (e.g. protection business, annuities & Approved Minimum Retirement funds) through a desk-based service .

  • Ensure Sales team are fully briefed on all market and product changes on a timely basis.

  • Organise the ongoing training and product presentations to assist in the Continued Professional Development (CPD) requirements for the team.

  • Ensure all relevant procedures are followed to comply with Central Bank regulations & WTW requirements. This will include preparing all new business files for processing by the New Business team

  • Assist in compiling and analysing sales related reports as required.

The Requirements

  • Minimum 3 years+ experience in a life & pensions related role.

  • QFA and RPA qualifications required.

  • Analytical, with a strong knowledge of products, business practices, markets and competitors is expected

  • Strong Team player and ability to work under pressure on simultaneous tasks

At Willis Towers Watson we have positive spirit and a casual tone. We work from a set of values that, among other things is focused on personal development, respect, teamwork and integrity.

Together, we unlock potential!

Willis Towers Watson is an Equal Opportunity Employer

Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.

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