-
Paraplanner
2 weeks 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 ...
-
Paraplanner
3 days ago
Brook Street UK Belfast, United Kingdom Full timeOur client a prestigious Financial Services firm in Belfast are looking for a Paraplanner to join their private client team. · Responsibilities · Providing effective technical support conducting whole of market research and compiling suitability reports · You will provide full ...
-
Senior 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 Senior Paraplanner for their Belfast based team. · The Senior Paraplanner will work closely and support a team of fin ...
-
Junior Paraplanner
1 week 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. ...
-
Senior Paraplanner
3 weeks 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 ...
-
Senior Paraplanner
1 week 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 ...
-
Financial Paraplanner
3 weeks 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 ...
-
Senior Paraplanner
6 days ago
CareerBliss 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 financ ...
-
Ifa Administrator
1 week 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 ...
-
Financial Planning Administrator
1 week 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 ...
-
Financial Planning Administrator
1 week 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 ...
-
Trainee Ifa
2 weeks 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 ...
-
Ifa Admin
3 days ago
Idex Belfast, United KingdomIdex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding in Belfast. · The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 day ...
-
Mortgage Administrator
1 week 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 ...
-
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 su ...
-
Financial Services Administrator
1 week 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 ...
-
Mortgage Administrator
1 week 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 ...
-
Mortgage Administrator
1 week 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 ...
-
Client Support Administrator, Financial Planning
2 weeks ago
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 ...
-
Client Support Administrator, Financial Planning
2 weeks ago
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 ...
Paraplanner - Belfast, United Kingdom - CMB Recruitment
Description
PARAPLANNER 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 opportunity to join them and develop your career.
THE ROLE Prepare accurate suitability reports to strict timescales/ Provide high levels of administrative support to a team of Financial Advisers, including research into suitable financial products.
Complete comprehensive reports on behalf of Advisers Clearly appreciate clients overall financial position from IFA fact finds. Accurate record keeping, always ensuring full compliance with regulatory standards. Efficiently manage workflow to ensure reports are prepared in time for client meetings.THE PERSON Minimum of 3 years relevant experience as a Qualified Paraplanner in the Financial Services sector Strong knowledge of the full range of financial products and services including experience in the transfer of business.
Excellent attention to detail Committed to meeting timescales for production of reports.Hold a Level 4 Diploma in Financial Planning (preference will be given to candidates who are Chartered or in the process of becoming Chartered) Excellent written and verbal skills SALARY Our client is providing a class leading salary and benefits package to attract candidates of the highest quality.
The actual salary amount will be dependent upon your amount of relevant experience, qualifications held etc. TO APPLY Please click on the link below to send us your CV and we will contact you. If you wish to have a confidential discussion, please contact Colin Boden at CMB Recruitment on . CMB Recruitment is acting as a Recruitment agency for this position on behalf of our client.Skills:
Paraplanning Financial Research Business Transfer Pensions