Senior Paraplanner Role

4 weeks ago


Belfast, United Kingdom Brook Street UK Full time
About the Role

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.
Qualifications and Experience:
  • Level 4 qualification in financial planning or a related field.
  • Minimum 4 years' experience in financial planning products.
  • Strong analytical and problem-solving skills.
Benefits:
  • Competitive salary of £50,000 - £60,000 per annum.
  • Discretionary bonus.
  • Pension scheme.

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