Paraplanner

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
include:

• 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
  calculations
• Research existing investment and pension funds
• Suggest improvements to any processes to assist the business in
  evolving

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

Locations

Portadown

Call us now on 0208 0044 154 or
click Apply

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