Paraplanner - Belfast
Staffline Recruitment Ireland
Job description
Paraplanner Opportunity - Belfast
Salary: Competitive (Discussed at Interview)
About Us
My client is a boutique independent financial advisory firm, directly authorised by the FCA. Established as a limited company in 2008, they have been delivering expert financial advice since 1998.
The Role
They are looking for a skilled and detail-oriented Paraplanner to join their team. In this role, you will play a key part in supporting their advisers by conducting detailed financial research, investment analysis, and preparing high-quality reports.
Key Responsibilities:
- Conduct financial research and analysis to support client recommendations.
- Prepare detailed reports and financial plans for advisers.
- Assist with investment strategies and portfolio reviews.
- Ensure compliance with regulatory requirements.
- Work closely with financial advisers to deliver tailored client solutions.
What They're Looking For:
- Financial planning and investment expertise.
- Strong analytical skills and attention to detail.
- Excellent report writing abilities.
- Experience using financial software and tools.
- Strong communication and organisational skills.
- A degree in Finance, Economics, or a related field is desirable.
Why Join?
- Work within an experienced and highly motivated team.
- Gain exposure to a wide range of financial planning services.
- Be part of a company with a strong reputation and client focus.
If you're an ambitious Paraplanner looking for an opportunity to grow within a respected financial advisory firm, I'd love to hear from you!
Apply today or contact [email protected] for more information!
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