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
''The team at VANRATH were extremely helpful in helping me find my new role. They kept me up to date on my application and provided excellent advice throughout the interview process. Overall the process could not have gone smoother or any quicker and I would definitely recommend reaching out to them if you are on the lookout for a new role.''
''I was contacted by VANRATH in regards to a job I had applied for. They were extremely helpful and gave me a number of positions to apply for. They had interviews set up in a number of hours and I secured a position within days. They kept we well informed throughout the process and has continued to touch base after I have started my new role. Couldn't recommend enough.''
