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Belfast

    Financial Paraplanner - Belfast, United Kingdom - Brook Street

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    Description

    Our 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 compile Financial Planning reports.

    Have obtained or working towards Level 4 Diploma in Financial Planning

    • 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
    • Fantastic salary and company benefits package on offer with a fantastic working environment.

    This is a great opportunity to join a leading financial planning firm with the potential to grow and advance in your career.


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