Paraplanner Opportunity
4 days ago
An exciting opportunity has arisen for a skilled Paraplanner to join a leading Wealth Management & Financial Planning firm in Belfast. This is a full-time, permanent role that would suit a qualified Level 4 Paraplanner seeking to advance their career.
Job Details
The successful candidate will have a minimum of 5 years' experience in a Paraplanning role and hold a Level 4 qualification. They will be skilled in report-writing, trust-planning, and transfers, and have knowledge of tools such as FE Analytics, Intelligent Office, Voyant, or similar. The salary is £35,000-£40,000 per annum, and the standard working week is Monday to Friday (9am - 5pm).
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Belfast, United Kingdom Brook Street UK Full timeBrook Street Recruitment is working on behalf of our Financial Services client in Belfast who currently has an exciting opportunity for an experienced Paraplanner to join their team. DutiesPrepare accurate and compliant suitability reports and letters within target deadlines.Collate and interpret client information and to contribute to the formulation of...
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