Job Details

Reference ID 1675
Vacancy Location Portadown
Job sector
Job type
Remuneration Salary of £35,000 - £40,000


This hybrid-based Paraplanner
job in Portadown, Northern Ireland is suitable for an experienced Paraplanner
looking for their next career position

As a Paraplanner, you will be directly
supporting one of their lead Financial Advisors and provide paraplanning support
to 3 other Financial Advisors. You will be focused on providing technical
paraplanning support through research, analysis and report writing. Your duties

  • Preparing full suitability reports
  • Prepare summary of recommendations, for the Administrators to then
    prepare the client pack
  • Liaise with the Financial Advisor to agree most appropriate actions
  • Undertake calculations such as carry forward, CGT and bond
  • Research existing investment and pension funds
  • Suggest improvements to any processes to assist the business in

Paraplanner Requirements

  • You should have technical experience as a Paraplanner
  • You should hold Level 4 Diploma in Financial Planning

The Company

This well established financial
planning firm based in Northern Ireland is looking to grow their team by recruiting
an experienced Paraplanner. They have an excellent team spirit and all look to
collectively support each other succeed.

Paraplanner Benefits

  • Salary of £35,000 – £40,000
  • Plus company benefits including pension, 31 days holiday (rising
    with service up to 36 days holiday)
  • Initially mainly office based whilst learning the systems, with
    move to hybrid working thereafter (open to discussion on level of home /
    office split)
  • Support provided towards career progression with assistance offered
    with further qualifications



Call us now on 0208 0044 154 or
click Apply

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