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Paraplanner

Location: BELFAST, COUNTY ANTRIM, UNITED KINGDOM Salary: 30,000.00-35,000.00 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 19 days ago Reference: X3-222750

 Technical Paraplanner - £35K +

This is an exciting opportunity for a Technical Paraplanner to develop their career within an Accountancy practice based in Belfast but will be operating from the Financial Services arm of the practice..As a senior paraplanner you will compile bespoke suitability reports, conduct extensive whole of market research and be familiar with all research tools including a range of provider platforms.

  • To be identified as the firms main point of contact for technical support for paraplanning team
  • Analysing data and using research tools to provide solutions to meet client needs and objectives.
  • Carrying out all tasks in a manner consistent with compliance procedures.
  • Responsible for maintaining relationships with product providers, to keep up to date with market developments and communicating this information to the business.
  • Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances.
  • Proposing and drafting financial solutions that meet each client’s goals, needs and objectives.
  • At least 3 years’ experience working in a Paraplanning role, for a financial planning organisation.
  • Clear understanding of the financial planning process.
  • The ability to produce professional and technical reports, to support the advice process.
  • Prioritise own work load, and the work load of the Paraplanning team.
  • Solid technical knowledge of investments and Pensions products including DB Transfers and all investments including IHT planning & estate planning

Qualifications:

Level 4 Diploma qualified in financial planning working towards chartered

Salary £35K + with excellent company benefits package

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