Paraplanner (Belfast City Centre)

Location UK / Belfast

Job Type Permanent full-time, TemporaryContract

Salary £30000 - 40000

Updated 1 week ago

Reference 1362900

 Job Description

Paraplanner required for leading organisation in Belfast due to growth within the team, £35-£38k

Paraplanner (Belfast City Centre)

VANRATH are pleased to be recruiting for a leading organisation within their field for a Paraplanner based in their Belfast office on a permanent basis. The Paraplanner will be an additional member of the team due to continued growth.

Responsibilities:

Duties include:

  • Compile pre-meeting information from internal and external sources
  • Interpret data and agree actions following Adviser/Client meetings
  • Provide solutions to meet client needs and objectives
  • Compile and maintain records to support research undertaken and solutions provided, including engagement with platform and product providers
  • Production of compliant suitability reports, to include consolidation of client needs and objectives, together with recommendations
  • Work closely with administrators to ensure timely and accurate implementation of agreed actions arising from client meetings
  • Ensuring that all research material is on file and that records are organized
  • Preparation of timely, accurate information and documentation to ensure client reviews and valuations are delivered in line with agreed service schedule
  • Provide support to the financial advisers to ensure compliance and new business submission documentation is accurate
  • Reviewing available products; pro-actively seeking new product details and make appropriate recommendations
  • Researching investment funds on an ongoing basis, to ensure they are performing in line with expectations
  • Ensure all recommended funds are suitable for a client’s risk attitude
  • Make product recommendations to Company Directors and Consultants
  • Undertake annual review of existing clients, researching, analysing and making recommendations where applicable

The Ideal Person:

  • Minimum of 3 years paraplanning experience
  • Industry specific knowledge of systems and processes
  • Level 4 qualified, preference for qualification to be gained through CISI or CII
  • Strong client focus
  • Demonstrable knowledge and understanding of financial planning products, services and issues, in particular in the areas of investment, pensions and protection products and the tax implications of such products
  • Relevant knowledge of the UK regulatory framework
  • Very strong communication and presentation skills
  • CPD to be tracked and maintained
  • Effective time and caseload management capabilities
  • A strong team player
  • Analytical and research skills

Remuneration:

£35,000 – £38,000

For further information on this role or any other, please contact Laura McFarlane in the strictest confidence on 02890 330250 or apply via the link on this page.