Senior Paraplanner – Belfast

Belfast ▪ Financial Services

Salary: Negotiable

1 week ago

Senior Paraplanner – Belfast - £Negotiable

An exciting opportunity to join a local, well established firm in Belfast


Top 3 Things to Know About this Job:

  1. Excellent quality of work
  2. Opportunity to focus on Learning & Development
  3. Highly regarded local firm

The Role

  • Manage workflow of a team of paraplanners and support consultants with high quality research on financial products and services.
  • Work in line with processes and compliance framework
  • Write comprehensive and compliant strategy and suitability reports.
  • Manage team workflows and responsible for individual team members development alongside HR & business support.

Responsibilities

  • Conduct research and produce high quality client facing strategy ad suitability reports.
  • Manage workflows and quality of team and provide appropriate training where required.
  • Report to Senior Management with regular updates
  • Work closely with Paraplanners and support team. Share ideas and best practice.
  • Meet regulators Fit & proper requirements.
  • Prepare analysis of client’s portfolio / holdings

ThePerson

  • Level 4 Diploma in Financial Planning & progressing towards Chartered
  • Experience as a Paraplanner within a financial planning firm
  • Knowledge of pre and post retirement planning, investments, taxation to HNW clients.
  • Good experience within pension funds andCashflow modelling
  • Strong technical and industry knowledge

The Rewards:

You will avail from working with an expert team, free car parking and a negotiable salary, depending on experience.

Next Steps

For further information, and to apply for this Senior Paraplanner position, click the apply now button to submit your CV and Kenton Bell will be in touch. Visit our website for a full list of opportunities.

Expert, confidential recruitment advice.


Salary is usually negotiable, salary details listed are to be used as a guide and are based on factors such as your experience and expertise.

We reserve the right to heighten short listing criteria dependent upon the calibre of response.

Kenton Bell

Job posted by

Kenton Bell

Recruitment Consultant

Accounting & Finance

Hunter Savage - Accounting & Finance
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Interested in a confidential discussion about the role, Contact me on the details below.

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