Senior Paraplanner Role
4 weeks ago
The ideal candidate for this Senior Paraplanner Role will possess a strong understanding of financial planning principles and have experience in preparing suitability reports and letters. They will also be highly organized and able to manage multiple tasks simultaneously.
Responsibilities:- Develop and implement comprehensive financial plans for clients.
- Maintain up-to-date knowledge of financial planning products and services.
- Provide exceptional customer service and support.
- Level 4 qualification in financial planning or a related field.
- Minimum 4 years' experience in financial planning products.
- Strong analytical and problem-solving skills.
- Competitive salary of £50,000 - £60,000 per annum.
- Discretionary bonus.
- Pension scheme.
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Paraplanner Role
3 weeks ago
Belfast, United Kingdom Brook Street Recruitment Full timeParaplanner OpportunityWe are delighted to be working with a prestigious Wealth Management firm based in Belfast, who are seeking a talented Paraplanner to join their team. This exciting opportunity offers a chance to work closely with experienced financial advisors, developing and delivering tailored solutions for clients across various...
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Paraplanner
2 days ago
Belfast, United Kingdom Additional Resources Full timeAn exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary range of OTE £35,000 - £40,000.As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance...
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Paraplanner
4 weeks ago
Belfast, United Kingdom CV-Library Full timeAn exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary of £35,000. As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on...
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Paraplanner
2 weeks ago
Belfast, United Kingdom Additional Resources Full timeAn exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary of £35,000. As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages,...
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Paraplanner
3 weeks ago
Belfast, United Kingdom Additional Resources Full timeAn exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary of £35,000.As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages,...
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Paraplanner
3 weeks ago
Belfast, United Kingdom Additional Resources Full timeAn exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary of £35,000. As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages,...
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Paraplanner
3 days ago
Belfast, United Kingdom Additional Resources Full timeAn exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary range of OTE £35,000 - £40,000.As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance...
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Paraplanner
3 weeks ago
Belfast, United Kingdom Additional Resources Full timeAn exciting opportunity has arisen for a Paraplanner with 3 years' experience in a similar role to join a thriving and forward-thinking accountancy firm.This full-time, permanent role offers excellent benefits and a salary of £35,000.As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions,...
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Paraplanner
1 week ago
Belfast, United Kingdom CV-Library Full timeAn exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary range of OTE £35,000 - £40,000. As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing...
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Paraplanner Role
3 weeks ago
Belfast, United Kingdom Brook Street Full timeWe are seeking a highly skilled Paraplanner to join our client's team in Belfast. This is an exciting opportunity to contribute to company strategy, goals, and objectives by maximising business development opportunities within the financial services market.Key ResponsibilitiesPreparing and implementing recommendationsIdentifying suitable solutions to meet...
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Paraplanner Role
3 weeks ago
Belfast, United Kingdom Brook Street Recruitment Full timeA leading Financial Services client in Belfast is seeking an experienced Paraplanner to join their team. The successful candidate will prepare accurate and compliant suitability reports and letters within target deadlines.The ideal candidate will have at least 4 year's experience, be Level 4 qualified, and possess broad technical knowledge of financial...
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Senior Paraplanner Professional
4 weeks ago
Belfast, United Kingdom CV-Library Full timeWe are seeking a skilled Financial Advisor / Senior Paraplanner to join our client's growing and well-respected independent financial advice firm in Belfast.The successful candidate will have a deep understanding of financial products and regulations, as well as excellent analytical skills.This role comes with a competitive salary and benefits package,...
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Financial Advisor
4 weeks ago
Belfast, United Kingdom Brook Street Uk Full timeBrook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team.DutiesProvide compliant tailored...
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Financial Advisor
4 weeks ago
belfast, United Kingdom Brook Street UK Full timeBrook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team.DutiesProvide compliant tailored...
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Financial Advisor
2 months ago
Belfast, United Kingdom Brook Street UK Full timeBrook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team.DutiesProvide compliant tailored...
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Paraplanner Role in Belfast
6 days ago
Belfast, United Kingdom Austin Fraser Full timeBrook Street Recruitment is delighted to be working with our client who are an established Wealth Management firm based in Belfast. The company seeks a Paraplanner for their team to contribute to company strategy, goals, and objectives by maximising business development opportunities within the financial services market. The right candidate will ensure the...
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Financial Advisor
4 weeks ago
Belfast, United Kingdom Brook Street UK Full timeBrook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team. DutiesProvide compliant...
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Financial Advisor
2 months ago
Belfast, United Kingdom Brook Street UK Full timeBrook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team. DutiesProvide compliant...
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Belfast, United Kingdom Virtual Bridges Full timeVIRTUAL BRIDGES IS PLEASED TO OFFER THIS OPPORTUNITY FOR A SENIOR FINANCIAL PLANNER AND PARAPLANNER TO JOIN THE TEAM OF A WELL-RESPECTED INDEPENDENT FINANCIAL ADVISORY FIRM BASED IN BELFAST.About the RoleProviding Exceptional Client Service: Deliver high-quality, tailored financial advice to private and corporate clients, ensuring compliance with FCA...
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Financial Paraplanner Specialist
3 weeks ago
Belfast, United Kingdom JohnstonGreer Ltd Full timeJob Title: Financial Paraplanner SpecialistWe are seeking a skilled Financial Paraplanner Specialist to join our team at JohnstonGreer Ltd. The ideal candidate will have experience in report writing within a wealth environment and be working in a Paraplanner capacity.Job Summary: As a Financial Paraplanner Specialist, you will work with Private Clients...