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
''Vanrath have been an absolute pleasure to work with from initial job discussions to job offer and I would recommend them as the first point of call for anyone looking for exciting new opportunities.''
''I had a great experience with Vanrath, who got me through the door to my current workplace, and have been supportive through and through. I was invited for a face-to-face meet up before securing my place at work for a get to know, and it has been an absolute pleasure.''
''Vanrath have been fantastic in helping me gain employment in my chosen field. They have been extremely helpful throughout, easy to talk to, and regularly went above and beyond to ensure I was happy at my current place of employment. I hope to continue to work with them in future.''
