Paraplanner - 45k - Belfast City Centre

Job Description

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

£45,000 (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

''In my eyes, VANRATH is the clear industry leader of recruitment in Northern Ireland. With a long history of placements, they have perfected the recruitment trade, which was made very clear to me during my time with them. Whether you plan to find your new role or work directly for VANRATH, you can expect nothing but the best.''

''Would highly recommend Vanrath. After uploading my cv I was contacted the next day and they were able to find a permanent suitable role for me very quickly. They were very helpful and supportive through the entire interview process and were able to negotiate a very good job offer which I was delighted with.''

''Vanrath were massively helpful in helping me secure my new role. They provided tips and example questions for the interviews and were able to get quick feedback.''