Paraplanning Professional
We are seeking a highly skilled Paraplanning professional to join our team in Belfast. As a Paraplanner, you will play a vital role in supporting our Wealth Management & Financial Planning firm's growth and success.
Key Responsibilities:
* Process new business on relevant platforms, ensuring seamless delivery of high-quality results.
* Submit cases for pre-approval in accordance with our compliance manual, upholding the highest standards of integrity.
* Collaborate closely with advisers for technical meeting preparation and analysis, providing expert support and guidance.
* Develop and implement effective systems, processes, and procedures to enhance practice efficiency and effectiveness.
* Support the workflow of advisers, guaranteeing timely actioning of all cases within specific timeframes.
* Offer technical assistance to all employees, promoting high accuracy and attention to detail across the organization.
Requirements:
* A minimum of 5 years' experience in a Paraplanning role within IFA or Investment Management, with a proven track record of success.
* Possession of a Lvl 4 qualification is essential, demonstrating advanced knowledge and expertise in the field.
* Demonstrated skills and capabilities in varied report-writing, with the ability to communicate complex ideas effectively.
* Skilled in trust-planning and transfers, with a deep understanding of the intricacies involved.
* Familiarity with tools and systems such as FE Analytics, Intelligent Office, Voyant, or similar would be advantageous.
About the Role:
This is a full-time, permanent opportunity that offers a dynamic and social working environment. If you are a qualified Lvl 4 Paraplanner looking to elevate your career and take on new challenges, we encourage you to apply.