Paraplanner, Belfast, £40,000 - Progression to Adviser available


An excellent opportunity has arisen for a Paraplanner to join a friendly and supportive team within a highly regarded Financial Advisers who support hybrid working and are accommodating/flexible with hours of work.. And in a company who deliver on professional development i.e. Paraplanner > Financial Adviser.


Here you will provide technical support to advisers, find solutions for clients and be a point of contact for technical queries.


The role:
*Working closely with advisers to deliver compliant, high-quality advice, including:
*Writing financial planning and suitability reports
*Researching products and preparing illustrations/recommendations
*Preparing review packs and maintaining accurate client records
*Assisting with client queries and plan submissions
*Staying up to date with products, legislation, and compliance requirements
*Ensuring files and documentation are accurate, well-presented, and compliant


The person:
*Experienced in paraplanning with strong technical and report-writing skills.
*Diploma qualified (or working towards) is desirable.
*Highly organised, reliable, and client-focused with excellent written and verbal communication.
*A proactive team player with strong problem-solving and analytical skills.




Starting Salary:
*£38,000-£40,000 per annum


Benefits:
*Hybrid working considered
*25 days holiday, plus Bank Holidays & your birthday off!
*Professional industry exams paid for, along with study supported
*In-House Training Academy
*Annual Salary Review
*Life Assurance & Pension
*Progression through to Adviser if desired




Unsure if you should apply? Or you don’t have a CV?


No problem! Send us a way of contacting you and we’ll provide all of the information you’ll need to make an informed decision. Then if you need to do a CV we can even help you with that.


Everyone will receive a reply.