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
For further information on this opportunity, or any other position, please apply via the link below or contact Jack Groves via Vanrath in the strictest confidence.
I'm very happy with Vanrath. My recruitment consultant, Dan Morgan, went above and beyond to find the right role for me, taking time to truly understand my expectations and career goals. The process was smooth, professional, and supportive throughout. I couldn't be happier with the outcome and would confidently use Vanrath again in the future.
Excellent service from Robbie and Dan at Vanrath. Engaged at very short notice, they exceeded expectations by delivering quality CVs the same day, interviews the next day, and a new finance team member starting immediately. They showed genuine interest in our business and invested time to understand our needs. As a result, Pivotal agreed to an exclusive partnership with Vanrath for all future recruitment.
Working with Ross Stevenson at Vanrath was a great experience from start to finish. Communication was clear and consistent, expectations were well managed, and potential opportunities were explained in detail. The role Ross secured exceeded my expectations, and I'm genuinely excited to be starting a position that aligns perfectly with my skills and ambitions.
