About the Role
We are seeking a skilled Paraplanner to join our Belfast-based Wealth Management firm.
The successful candidate will be responsible for providing paraplanning support to financial advisers, liaising with the team to implement client advice and producing technical documents based on research and client requirements.
Key Responsibilities:
* Provide paraplanning support to financial advisers
* Liaise with the team to implement client advice
* Produce technical documents based on research and client requirements
* Manage workflow and organisation of ongoing workload
The ideal candidate will have 3+ years' experience in a Paraplanning role within an Independent Financial Advisory, hold a Level 4 Diploma qualification (CII), and be proficient in tools such as FE Analytics, Intelligent Office, Voyant or similar.
Benefits
* Pension Contribution: 5% of basic salary
* Death in Service: 4 X basic salary
* Private Medical Insurance: Fully comprehensive non-contributory plan
* Holidays: 25 days pa + statutory days
Join our dynamic team and enjoy a competitive salary ranging from £30,000 to £40,000 per annum.