Financial Services Professional
1 week ago
We are working with our Financial Services client in Belfast who currently has an exciting opportunity for a skilled Paraplanner to join their team.
About the JobThis role involves preparing accurate and compliant suitability reports and letters within target deadlines.
- The successful candidate will have excellent communication skills, with the ability to interpret client information and formulate suitable strategies.
- They will work closely with the financial planning team to ensure seamless delivery of projects.
Estimated Salary: £38,000 per annum.
ResponsibilitiesKey Duties:
- Prepare accurate and compliant suitability reports and letters within target deadlines.
- Interpret client information and contribute to the formulation of suitable strategies.
Requirements:
- A degree in a relevant field or equivalent experience.
- Excellent analytical and communication skills.
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