Paraplanner – Belfast City Centre

My client is on the lookout for a dynamic and dedicated Paraplanner to join their prestigious team in Belfast. As Northern Ireland’s leading provider of high net worth wealth management services, they are dedicated to helping individuals, families, and businesses realize their financial aspirations.

Benefits:

Holiday Entitlement: Enjoy 25 days of annual leave plus bank holidays.

Annual Bonus: Reward your hard work with their annual bonus scheme.

Work-Life Balance: Finish at 4 pm on Fridays and enjoy a half-day on payday Fridays.

Healthcare: Access private medical insurance for peace of mind.

Pension and Protection: Benefit from their group pension, income protection, and life insurance schemes.

Career Growth: Opportunities for career progression and development.

Training and Support: Receive comprehensive training and ongoing support to excel in your role.

Responsibilities:

• Prepare suitability reports and letters accurately and promptly.
• Ensure all client work is compliant and supported with relevant documentation.
• Conduct thorough research to inform client recommendations.
• Understand and analyze clients’ financial positions.
• Collaborate closely with IFAs to address client objectives and queries effectively.

The Ideal Candidate:

Qualified: Level 4 qualified or actively working towards qualification.

Experienced: Possesses a broad range of experience and technical knowledge in financial planning.

Motivated: Enthusiastic and driven to deliver excellent service.

Knowledgeable: Demonstrates a strong understanding of financial planning products and industry trends.

Interested? Apply now or contact Siobhan from Abacus Careers!

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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