Junior Paraplanner

JUNIOR PARAPLANNER

Company

Abacus Careers are pleased to be recruiting for a Junior Paraplanner on behalf of an ambitious Financial Planning firm in Belfast.  Our client is a recognised and respected name, offering advice to a broad range of mid to high net worth individuals, companies, trustees, directors and staff.  Services including protection, mortgages and investments are provided by a team of qualified and professional consultants from which you will have the enviable opportunity to learn.

Role

Your duties will include: 

• Processing all new business applications across Protection & Investment, and Mortgages.
• Conducting suitability reports.
• Regularly liaise with product providers and clients to nurture relationships and keep information up to date.
• In conjunction with these responsibilities, you will be required to assist with any other office duties as requested.
• Processing Letters of Authority.

Individual

• Will have at least 2 years’ experience operating in a Financial Administrator role.
• Have experience providing sales support to IFA’s in a mortgage or pension and investments capacity.
• Will be keen to further enhance their career in the Financial Services Industry.
• Experience using Intelligent Office.

Salary

£24,000-£27,000 depending on experience

Contact

Nicky Strutt

Next Steps:
Please submit your application or speak to a specialist consultant from the Abacus team on 0044 (0) 28 9031 3157 for a confidential discussion. We aim to respond to all inquiries within 4 business hours.
The team at Abacus manages a range of permanent and contract positions throughout Northern Ireland, the UK and the Republic of Ireland. If you are experienced and/or professionally qualified we can support your job search.
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