UK / Ireland Financial planner (Vizianagaram)

DONOT APPLY IF YOU DON'T HAVE PARAPLANNING OR MORTGAGE EXPERIENCE Company Description TrustPoint Finance is a financial services company based in Ireland, dedicated to helping individuals and businesses make smarter financial decisions. We specialize in financial planning, investment guidance, wealth management, retirement planning, Mortgages, business loans and tax-efficient strategies tailored to meet unique client goals. Our mission is to provide trusted advice and transparency, fostering long-term relationships with our clients. TrustPoint Finance empowers clients to build and protect their financial futures with confidence. We’re Hiring – UK/Ireland Paraplanner / Mortgage Broker/Admin (Remote – India) ???????????? Join a fast-growing financial planning & mortgage brokerage working with clients across Ireland We are looking for a motivated and detail-oriented Paraplanner to work remotely from anywhere in India with a robust focus on:
• Suitability statements
• Pension & investment documentation
• Protection policy research & reports
• Mortgage administration & lender follow-ups
• Client support and case management What We Offer: ✅ Fully remote role ✅ Excellent package & growth opportunities ✅ Flexible working environment ✅ Exposure to Irish financial services market ✅ Supportive and ambitious team culture ✅ Long-term career opportunity Ideal Candidate:
• Experience in financial services/paraplanning/Mortgage preferred
• Strong English communication skills
• Attention to detail and professional writing ability
• Ability to manage multiple cases efficiently
• Mortgage or insurance admin experience is a bonus If you are ambitious, organised, and want to grow in an international financial planning environment, we would love to hear from you. ???? Please send your CV and a short introduction to:
- Apply on Kit Job: kitjob.in/job/4m7oya