We are looking for an organised and competent Paraplanner to join this growing financial planning firm in Belfast.
You will be providing technical research and analysis to support the Financial Planners.
Key Responsibilties:
-Financial Plan Creation; researching financial products and solutions to present to clients.
-Report Writing; preparing detailed and accurate suitability reports
-Client support; provide technical support, managing client information and assist with client management
-Administrative tasks
Key Skills:
– Analytical mindset
– Technical knowledge and industry awareness
– Able to handle deadlines and pressure.
– Excellent IT skills and proficient in Microsoft Office Products and relevant software
– A problem solver and not afraid to take on a challenge.
Sounds like you? Get in touch with us for more information on the role.
