Financial Services Coordinator
7 days ago
We are currently seeking an experienced Paraplanner to join our team in Belfast. The successful candidate will be responsible for preparing accurate and compliant suitability reports and letters within target deadlines.
About the Role:
- To prepare detailed client reports, ensuring accuracy and compliance with relevant regulations.
- To work closely with the financial services team to collate and interpret client information, contributing to the formulation of suitable strategies to meet client objectives.
- To maintain high-quality standards in report preparation, adhering to established procedures and guidelines.
Requirements:
- A minimum of [€45,000 - €55,000] per annum salary depending on experience.
- The ability to work accurately and efficiently under pressure.
- Strong communication skills and attention to detail.
- Proficiency in using industry-standard software applications.
What We Offer:
- A competitive salary package.
- Ongoing training and development opportunities.
- A supportive and collaborative work environment.
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