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Paraplanner (Belfast City Centre)

VANRATH

Belfast

  • Salary:

    £30,000 - £40,000

  • Added:

    12/02/2019

  • Closing:

    14/03/2019

Paraplanner (Belfast City Centre)

VANRATH are pleased to be recruiting for a leading financial services organisation for a Paraplanner based in their Belfast office on a permanent basis. This Paraplanner role has arisen due to continued growth in team offering excellent development and progression opportunities.

Responsibilities:

Duties include:

  • Compile pre-meeting information from internal and external sources
  • Interpret data and agree actions following Adviser/Client meetings
  • Provide solutions to meet client needs and objectives
  • Compile and maintain records to support research undertaken and solutions provided, including engagement with platform and product providers
  • Production of compliant suitability reports, to include consolidation of client needs and objectives, together with recommendations
  • Work closely with administrators to ensure timely and accurate implementation of agreed actions arising from client meetings
  • Ensuring that all research material is on file and that records are organised
  • Preparation of timely, accurate information and documentation to ensure client reviews and valuations are delivered in line with agreed service schedule
  • Provide support to the financial advisers to ensure compliance and new business submission documentation is accurate
  • Reviewing available products; pro-actively seeking new product details and make appropriate recommendations
  • Researching investment funds on an ongoing basis, to ensure they are performing in line with expectations
  • Ensure all recommended funds are suitable for a client’s risk attitude
  • Make product recommendations to Company Directors and Consultants
  • Undertake annual review of existing clients, researching, analysing and making recommendations where applicable

The Ideal Person:

  • Minimum of 3 years paraplanning experience
  • Industry specific knowledge of systems and processes
  • Level 4 qualified, preference for qualification to be gained through CISI or CII
  • Strong client focus
  • Demonstrable knowledge and understanding of financial planning products, services and issues, in particular in the areas of investment, pensions and protection products and the tax implications of such products
  • Relevant knowledge of the UK regulatory framework
  • Very strong communication and presentation skills
  • CPD to be tracked and maintained
  • Effective time and caseload management capabilities
  • A strong team player
  • Analytical and research skills

Remuneration:

£35,000 - £38,000

For further information on this role or any other, please contact Laura McFarlane in the strictest confidence on 02890 330250 or apply via the link on this page.

Job Snapshot

Job Type
Permanent Full-Time
Qualifications
See Description
Sector
Banking, Financial Services & Insurance
Job Roles
Fund Manager, Portfolio Manager, Paraplanner
Min Experience
No Minimum Requirement
Employer Type
Recruitment Agency
Contact
Laura McFarlane
Location
Belfast
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Employer Details

VANRATH

6th Floor Lesley Suites,
2-12 Montgomery Street,
Belfast,
Co. Antrim,
BT1 4NX

Job Ref:

lam120219_1549992557

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