Paraplanner

3 weeks ago

Belfast, United Kingdom CMB Recruitment Full time

PARAPLANNER CMB Recruitment are delighted to be working with a leading Financial Services firm based in Belfast, seeking an experienced and qualified Paraplanner. This is an excellent company with strong growth plans and a pleasant working environment and presents a superb opportunity to join them and develop your career. THE ROLE Prepare accurate suitability reports to strict timescales/ Provide high levels of administrative support to a team of Financial Advisers, including research into suitable financial products. Complete comprehensive reports on behalf of Advisers Clearly appreciate clients overall financial position from IFA fact finds. Accurate record keeping, always ensuring full compliance with regulatory standards. Efficiently manage workflow to ensure reports are prepared in time for client meetings. THE PERSON Minimum of 3 years relevant experience as a Qualified Paraplanner in the Financial Services sector Strong knowledge of the full range of financial products and services including experience in the transfer of business. Excellent attention to detail Committed to meeting timescales for production of reports. Hold a Level 4 Diploma in Financial Planning (preference will be given to candidates who are Chartered or in the process of becoming Chartered) Excellent written and verbal skills SALARY Our client is providing a class leading salary and benefits package to attract candidates of the highest quality. The actual salary amount will be dependent upon your amount of relevant experience, qualifications held etc. TO APPLY Please click on the link below to send us your CV and we will contact you. If you wish to have a confidential discussion, please contact Colin Boden at CMB Recruitment on . CMB Recruitment is acting as a Recruitment agency for this position on behalf of our client. Skills: Paraplanning Financial Research Business Transfer Pensions

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