Paraplanner To £40,000 The Company My client has been providing independent financial advice in Northern Ireland for over 30 years.
Operating from modern offices in Belfast, they provide advisory services for clients covering the entire financial planning spectrum, from pension and investment management individual estate and succession planning.
The firm wishes to appoint an additional Paraplanner to their back-office team to carry out general paraplanning.
The Role You will have at least 3 years' relevant Paraplanning experience across pensions and investments.
The role is office-based but with potential flexibility for a 4-day week.
Your key responsibilities will be research and Report writing for pensions (and switches), investments (and switches) and IHT planning.
You will be using a range of systems and tools including: FE Analytics Intelliflo Office (IO) Defaqto Engage CashCalc Selectapension Various platforms including Parmenion The Package The starting salary is up to £40,000 depending on experience, on top of which there is a fantastic benefits package that includes: Pension including 10% employer contribution 4 x salary Death-in-Service Group PMI 22 days holiday plus statutory/bank holidays Financial support for professional examinations Free car parking For an initial confidential chat about this opportunity, without obligation, call Iain Cahoon on .
To apply To apply please upload your CV via the link on this board.
Contact Iain Cahoon M: E: W: MLR Careers is a trading style of MLR Recruiting Ltd., registered in Northern Ireland number NI653214 and is acting as an Employment Agency for this vacancy.
Skills: Pension planning IHT planning Investment planning FE Analytics Intelliflo Office CashCalc Defaqto Engage Benefits: 4 x DIS PMI 10% pension Free parking 22 days' hols plus stats Exams