Paraplanner - 28k - Belfast City Centre

VANRATH are delighted to again be assisting our major client with the Recruitment of a Paraplanner to join their fun and friendly flagship office within Belfast City Centre.

Monday - Friday - Permanent position. Flexible Working Hours - Hybrid

Salary

£28,000 (Fully Negotiable) + Paid Certifications & Progression Opportunities & 5* Training And Development - Really exciting position with tonnes of growth potential

Responsibilities:
- Assist financial advisors in preparing and implementing financial plans for clients
- Conduct research and analysis on investment options, insurance policies, and other financial products
- Prepare reports and presentations for client meetings
- Collaborate with advisors to develop strategies for client goals and objectives
- Monitor and review client portfolios to ensure they align with their financial plans
- Stay up-to-date with industry regulations and best practices
- Provide administrative support to the financial advisory team

Skills:
- Strong analytical and problem-solving skills
- Excellent attention to detail
- Proficient in financial planning software and tools
- Knowledge of investment products, insurance policies, and tax regulations
- Effective communication skills, both written and verbal
- Ability to work independently and as part of a team
- Strong organizational skills and ability to prioritize tasks

Established in 2000, VANRATH has become a market leader in Northern Ireland. This success is a direct result of our dedication to confidentiality, professionalism and the wealth of knowledge held by our Senior Consultants. VANRATH has a demonstrable track record in pairing the best local talent with leading local businesses.

VANRATH recruits across a diverse range of sectors including:

• Accountancy & Finance

• Built Environment

• Engineering & Manufacturing

• HR

• Tech

• Public Sector

• Sales and Marketing

• Science

• Supply Chain and Procurement

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We recognise that making a career change can be a huge step. We will support you through every step of the recruitment process, from an initial discussion of your goals and aspirations, to the security of your new position.

Our consultants are sector specific and have an in-depth knowledge of, and experience in, their respective fields. Put simply, they are the best in the business! We continually monitor trends and developments within the market to ensure we provide the very highest quality advice and
support to our clients and candidates.