Paraplanner Job in Belfast, County Antrim. Apply for the latest Belfast, County Antrim jobs in Accounting/Financial/Insurance in Belfast, County Antrim, United Kingdom.
Paraplanner Job in Belfast, County Antrim
Job Description
Brook Street Recruitment is working with our Belfast client to recruit an experienced Paraplanner to join their team
Main duties and Responsibilities:
o Working as part of a team alongside the Financial Advisors to provide Paraplanning support
o Preparing suitability reports for Pensions and Investment products
o Liaising with a variety of Product Providers, Solicitors and Lenders, obtaining all requested information in a timely and efficient manner
o Undertaking research to identify potential solutions to meet the client`s needs and objectives
o Working collaboratively with both the Financial Planners, and other Financial Support Staff to deliver wider business goals and team objectives
Skills and Experience required:
o You should have a minimum of 3-4 years` experience working in a Paraplanning role
o You should be familiar with completing portfolio valuations, suitability letters and dealing with a variety of financial providers daily.
o You will have experience of producing illustrations and submitting applications
o You will ideally be Level 4 Diploma qualified or working towards this status. Alternatively, you will be able to demonstrate a good working knowledge across a range of products and have excellent Paraplanning experience
In return you will:
o Work for a company who truly value their staff
o A highly competitive salary
o Excellent benefits
o Study support and full payment of further examinations that you may wish to take
Please send CV via the apply link
Location: Belfast, County Antrim
Category: Accounting/Financial/Insurance
Job Title: Paraplanner
Salary: £23000 – £40000/annum
Benefits: Full Time
Job Type: Permanent, Full Time
Apply Now!
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