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