Paraplanner - 28k - Belfast City Centre

Paraplanner - 28k - Belfast City Centre Belfast, Northern Ireland

VANRATH
Full Time Belfast, Northern Ireland 26135 - 28557 GBP ANNUAL Today
Job description

VANRATH are delighted to again be assisting our major client with the Recruitment of a Paraplanner to join their fun and friendly flagship office within Belfast City Centre.

Monday - Friday - Permanent position. Flexible Working Hours - Hybrid

Salary

£28,000 (Fully Negotiable) + Paid Certifications & Progression Opportunities & 5* Training And Development - Really exciting position with tonnes of growth potential

Responsibilities:
- Assist financial advisors in preparing and implementing financial plans for clients
- Conduct research and analysis on investment options, insurance policies, and other financial products
- Prepare reports and presentations for client meetings
- Collaborate with advisors to develop strategies for client goals and objectives
- Monitor and review client portfolios to ensure they align with their financial plans
- Stay up-to-date with industry regulations and best practices
- Provide administrative support to the financial advisory team

Skills:
- Strong analytical and problem-solving skills
- Excellent attention to detail
- Proficient in financial planning software and tools
- Knowledge of investment products, insurance policies, and tax regulations
- Effective communication skills, both written and verbal
- Ability to work independently and as part of a team
- Strong organizational skills and ability to prioritize tasks

Job Types: Full-time, Permanent

Salary: £26,135.09-£28,556.79 per year

Benefits:

  • Company pension

Schedule:

  • Monday to Friday
  • No weekends

Supplemental pay types:

  • Bonus scheme
  • Commission pay

Work Location: In person

Reference ID: PD33030

Paraplanner - 28k - Belfast City Centre
VANRATH

https://www.vanrath.com/
Belfast, United Kingdom
Wayne Sullivan
Unknown / Non-Applicable
51 to 200 Employees
Company - Private
Staffing, Recruitment & Subcontracting
2000
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