Paraplanner Role
3 weeks ago
We 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 sectors.
Responsibilities:
As a Paraplanner, you will be responsible for preparing and maintaining client files, collaborating with financial advisors to create bespoke recommendations, and staying abreast of industry trends and best practices. Your excellent analytical and communication skills will enable you to build strong relationships with clients and colleagues alike, ensuring seamless delivery of high-quality results.
Requirements:
To succeed in this role, you will require a minimum of 3 years' experience in a similar position, a Level 4 qualification or equivalent, and a proven ability to demonstrate excellent technical knowledge and industry expertise. We welcome applications from individuals with a genuine interest in financial services and a willingness to continuously learn and develop.
Benefits:
The salary range for this position is £30,000-£35,000 per annum, depending on experience. In addition to a competitive salary, we offer a comprehensive package that includes a cash plan, exam and mentor support, and hybrid working arrangements.
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