Job Opportunity: Paraplanner Location: Belfast Salary: Market-leading for the right candidate + generous benefits Are you a motivated and detail-oriented financial professional looking to take the next step in your career?
My client is on the lookout for a skilled Paraplanner to join their expanding team based in brand-new, modern offices near the city centre.
If you're passionate about financial planning and want to be part of a friendly, supportive environment with real opportunities for growth, this could be the perfect role for you!
Key Responsibilities: Prepare accurate and compliant suitability reports and letters within target deadlines.
Conduct comparative and technical research to assist in client recommendations and arrangement reviews.
Collaborate with IFAs to understand clients' overall financial position and objectives.
Manage client queries, ensuring accurate and thorough responses.
Ensure all client work adheres to compliance regulations and is supported by relevant documentation.
The Ideal Candidate: Level 4 qualified or working towards the qualification.
Broad technical knowledge and experience in financial planning products.
Highly motivated, enthusiastic, and able to work independently or as part of a team.
Strong understanding of industry standards and business processes.
Able to communicate effectively with clients and advisers.
Why Join Us?
Competitive salary: They're offering a market-leading salary for the right candidate.
Generous benefits: 22 days annual leave + bank holidays, 10% employer pension contribution, 4x death in service, group PMI, and an Electric Vehicle Scheme (salary sacrifice).
Career development: Paid support with CII/PFS exams, perfect for those looking to advance in their career.
Work-life balance: Standard hours of 9-5, but they're flexible!
You could condense your week into 4 days or enjoy some work-from-home flexibility.
Bonus: Discretionary bonus available based on performance.
Perks: Free parking in our new premises.
Join a supportive team that values growth, flexibility, and top-tier service for their clients.
Ready to apply?
Take the next step in your career and apply now to become part of their dynamic team!
Contact Siobhan from Abacus Careers for more information.
Skills: Level 4 Analytical Understanding of Financial Planning Products