- Have obtained or working towards Level 4 Diploma in Financial Planning
- Have extensive previous experience of working as a Paraplanner
- An understanding of the financial planning process with at 3 years relevant industry experience
- Experience in writing detailed and analytic suitability reports
- The ability to carry out complex analysis around Pensions, Investments & Life products
- Reviews of client reports providing advisors with regular updates
- Excellent knowledge of research tools and cash flow modelling
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Paraplanner
1 week ago
Brook Street UK Belfast, United Kingdom Full timeBrook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Paraplanner for their Belfast based team · The Paraplanner hired will work closely and support a team of financial ad ...
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Senior Paraplanner
5 days ago
Brook Street UK BELFAST, United Kingdom Full timeBrook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team. · The Senior Paraplanner will work closely and support a team of fin ...
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Junior Paraplanner
2 days ago
Robinson Financial Careers Belfast, United KingdomA rare opportunity has been created for an administrator to join a national financial advisory firm at their Belfast location. · The purpose of the role is to work closely with and provide support for financial planning consultants by way of research, annual reviews and reports. ...
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Paraplanner
1 week ago
CMB Recruitment Belfast, United KingdomPARAPLANNER CMB Recruitment are delighted to be working with a leading Financial Services firm based in Belfast, seeking an experienced and qualified Paraplanner. This is an excellent company with strong growth plans and a pleasant working environment and presents a superb opport ...
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Senior Paraplanner
9 hours ago
Brook Street Recruitment Belfast, United KingdomBrook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team. The Senior Paraplanner will work closely and support a team of finan ...
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Senior Paraplanner
1 week ago
Brook Street Belfast, United KingdomBrook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team. · The Senior Paraplanner will work closely and support a team of fi ...
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Financial Paraplanner
1 week ago
Brook Street Belfast, United KingdomOur client a prestigious Financial Services firm in Belfast are looking for a Paraplanner to join their private client team. · You will provide full paraplanning support to the financial advisers and will work closely with our advisers and support teams to research, analyse and ...
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Ifa Administrator
2 days ago
MB Fitzgerald Belfast, United Kingdom**IFA Administrator - Belfast - National Organisation - Exceptional benefits package** · MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced IFA Administrator for their team in Belfast. The company are a very well known ...
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Financial Planning Administrator
2 days ago
MB Fitzgerald Belfast, United Kingdom**Financial Planning Administrator - Belfast - National Wealth Management Organisation - Exceptional remuneration package** · MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced Financial Planning Administrator for thei ...
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Financial Planning Administrator
6 hours ago
MB Fitzgerald Belfast, United Kingdom**Financial Planning Administrator - Belfast - National Wealth Management Organisation - Exceptional remuneration package** · MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced Financial Planning Administrator for thei ...
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Trainee Ifa
1 week ago
MB Fitzgerald Belfast, United Kingdom**Trainee Financial Planner - Belfast - Salary £35-40K - Great Benefits package and Bonus structure** · Mbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit a Trainee Financial Adviser. The client has an excellent r ...
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Mortgage Administrator
3 days ago
PRIMIS Mortgage Network Belfast, United KingdomJob Profile: · **Mortgage Administrator - Belfast BT3** · **PRIMIS Mortgage Network** are seeking a PartTime · **Mortgage Administrator **to join a partner firm of PRIMIS Mortgage Network's Mortgage Advisory operation whom are based in Belfast BT3. · Our highly valued AR partner ...
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Financial Services Administrator
6 hours ago
Tenet Belfast, United KingdomSalary: £22,000 to £25,000 dependent on experience · Location: Greater Belfast area · Full-time role · The continued growth and success of a long established, reputable, firm has brought about a fantastic opportunity for an experienced financial services administrator to join a t ...
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Mortgage Administrator
3 days ago
LSL Property Services Belfast, United KingdomJob Locations: UK-Co. Antrim-Belfast Job Profile: · **Mortgage Administrator - Belfast BT3** · **PRIMIS Mortgage Network** are seeking a PartTime · **Mortgage Administrator **to join a partner firm of PRIMIS Mortgage Network's Mortgage Advisory operation whom are based in Belfast ...
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Mortgage Administrator
4 days ago
PRIMIS Mortgage Network Belfast, United Kingdom**Mortgage Administrator - Belfast BT3** · **PRIMIS Mortgage Network** are seeking a PartTime **Mortgage Administrator **to join a partner firm of PRIMIS Mortgage Network's Mortgage Advisory operation whom are based in Belfast BT3. · Our highly valued AR partner are a small yet s ...
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1825 Belfast, United KingdomJob Description · - Job Description · - abrdn plc is one of the world's largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the ...
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abrdn Belfast, United KingdomJob Description · - Job Description · - abrdn plc is one of the world's largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the ...
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Client Support Administrator
4 days ago
abrdn Belfast, United KingdomJob Description · abrdn plc is one of the world's largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients a ...
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Mortgage & Protection Administrator
4 days ago
MLR Careers Bangor, United Kingdom**Mortgage & Protection Administrator** · **Circa £30,000** · My client is the Mortgage & Protection subsidiary of a UK Wealth Management firm. MLR Careers is supporting them in the recruitment of an additional experienced **Mortgage & Protection Administrator.** · This role offe ...
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Bartholomew & James (FS) Ltd Belfast, United KingdomJob Description · Bartholomew & James (FS) Ltd – Independent Financial Advisers · B&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clie ...
Paraplanner - Belfast, United Kingdom - Brook Street UK
Description
Our client a prestigious Financial Services firm in Belfast are looking for a Paraplanner to join their private client team.
Providing effective technical support conducting whole of market research and compiling suitability reports
You will provide full paraplanning support to the financial advisers and will work closely with our advisers and support teams to research, analyse and compile Financial Planning reports.
This is a great opportunity to join a leading financial planning firm with the potential to grow and advance in your career.