Life & Pensions Manager

Blackrock, Co Dublin
€45,000-55,000 per year
Permanent
Full-time

13 days ago

This is a fantastic opportunity to join a new and ambitious financial planning firm based in Blackrock, currently in a growth phase. The business is backed by strong compliance infrastructure, clear processes, and a long-term strategic vision.We're seeking a Senior Paraplanning Manager with at least 5 years' experience in a brokerage or advisory environment. This role combines technical paraplanning and life & pensions administration offering autonomy, impact, and a key role in shaping how the support function grows.This is not a client-facing role, but your work will directly influence the success of the advisory team and client outcomes.Key Responsibilities

Lead and manage the paraplanning/admin function, ensuring team targets are met
Prepare high-quality financial plans and suitability reports post-client meetings
Process applications and liaise with providers to ensure seamless policy administration
Oversee onboarding documentation, compliance checks, and CRM data integrity
Review and improve internal processes for efficiency, quality, and compliance
Work closely with senior advisors to ensure a consistent, accurate support function
Collaborate with compliance to maintain excellent regulatory standards
Mentor junior team members and contribute to a positive, high-performance culture

What You'll Need

Minimum 5 years' experience in financial services, ideally within a brokerage or advisory firm
Fully QFA qualified
Strong knowledge of life, pension, and investment products
Experience with tools like Voyant and WealthTrack is an advantage
Excellent report writing, organisational, and analytical skills
Comfortable leading a small team while still hands-on in day-to-day output
Strong understanding of compliance and back-office operations

Why This Role?

Work with a new, ambitious business at the start of its journey with long-term opportunity
Help shape how a high-functioning support team operates
Enjoy a hybrid working model and on-site parking if required
Join a company that invests in structure, compliance, and people from the start

Perks & Benefits

Competitive salary
Hybrid working (3 days office / 2 days remote)
25 days annual leave
Pension contribution
Income protection
Death in service
Parking available

If you're a senior paraplanner or experienced life & pensions admin professional looking to take on more ownership and grow with a forward-thinking firm, this could be the perfect next step.Meet Your Consultant

Rob Cullen
Recruitment Manager - Insurance Division

LinksSpecialismsFind Us 'South Point', Herbert House, 11 Harmony Row, Dublin, D02 H270About UsWe are recruitment experts with a financial focus, asking better questions to enable you to pursue your dream move

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