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Paraplanner

Reference: 19767

Location

Belfast, County Antrim

Salary

Competitive

Job Type

Permanent

Date Posted

07 April, 2022

Paraplanner – Independent Financial Advisor (Hybrid)

The Client:

As one of Northern Ireland’s leading Independent Financial Advisers, my client is now hiring a Paraplanner to join their team, due to continued growth. They manage in excess of £870 million on behalf of individuals, companies and trustees in a variety of tax structures.

The Role:

  • Preparing and maintaining the client file
  • Preparing and implementing recommendations
  • Identify suitable solutions to meet clients’ needs
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile
  • Prepare recommendation reports in accordance with the agreed recommendations
  • Assist the advisers in delivering a service to our clients in accordance with the service level to which they have subscribed

The Person:

  • Must be able to demonstrate the ability to analyse and research financial information
  • Possess at least 5 GCSEs, including Maths and English and be competent in Microsoft Office programmes
  • Possess excellent interpersonal, organisational, and report-writing skills
  • Must have at least 1 year of financial services or banking experience
  • Must be able to demonstrate the ability to work as part of a team and to work on their own initiative

Benefits:

  • Cash Plan
  • Development opportunities
  • Pension
  • Hybrid working

Interested?

If this exciting opportunity is for you, then please apply or contact Siobhan at Abacus Careers. For other jobs in Belfast please visit the Abacus Professional Recruitment website. 

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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