Job Description:
We are seeking an experienced Paraplanner to join our team in Belfast. As a skilled professional, you will provide support to financial advisers and collaborate with the team to deliver excellent client-centric outcomes.
Your Responsibilities:
* Provide paraplanning support to financial advisers
* Liaise with the team to implement advice for clients
* Produce technical documents for advisers based on research and client requirements
* Manage workflow and organisation of ongoing workload
* Adhere to FCA requirements and Compliance Policies
Requirements:
* 3+ years' experience in a Paraplanning role within Independent Financial Advisory
* Lvl 4 Diploma / qualification is essential (CII)
* Demonstrably skilled and capable in varied report-writing
* Familiarity with tools such as FE Analytics, Intelligent Office, Voyant or similar would be advantageous
Benefits:
* Pension Contribution: 5% of basic salary
* Death in Service: 4 X basic salary
* Private Medical Insurance: Fully comprehensive non-contributory plan
* Income Protection: Fully insured via a group income protection scheme
* Holidays: 25 days pa + statutory days
About This Opportunity:
This is a brand new, full-time permanent position on-site in Belfast for a qualified Lvl 4 Paraplanner with a heavy focus on report-writing. The successful candidate will have a strong skillset and be able to produce high-quality work.
Key Skills:
* Paraplanning
* Financial Planning
* Financial Advice
* Wealth Management