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Wealth Management Support Specialist

1 month ago

Belfast, United Kingdom Abacus Professional Recruitment Full time
About the Position
We are seeking an experienced Paraplanner to join our Wealth Planning team. As a Paraplanner, you will be responsible for providing administrative support to our Wealth Planners, including preparing suitability letters, conducting cash flow modeling, and managing client cases.

Responsibilities and Requirements
- 2+ years of experience as a paraplanner in a similar industry.
- CII Diploma or equivalent in financial planning.
- Proficiency in Excel and Word.
- Familiarity with Voyant Advisor is a plus.

Why Join Us?
At Abacus Professional Recruitment, we value our employees and strive to create a positive work environment. Our company culture emphasizes respect, integrity, and a commitment to our clients and communities. We believe in fostering a collaborative environment that encourages continuous improvement, innovation, and entrepreneurial thinking.

Compensation and Benefits
The estimated salary for this position is £45,000 - £55,000 per annum, depending on experience. We also offer flexible working arrangements within our company framework, creating a balance that works for both you and the business.