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:
1. Conduct financial research and analysis to support client recommendations.
2. Prepare detailed reports and financial plans for advisers.
3. Assist with investment strategies and portfolio reviews.
4. Ensure compliance with regulatory requirements.
5. Work closely with financial advisers to deliver tailored client solutions.
What They're Looking For:
6. Financial planning and investment expertise.
7. Strong analytical skills and attention to detail.
8. Excellent report writing abilities.
9. Experience using financial software and tools.
10. Strong communication and organisational skills.
11. A degree in Finance, Economics, or a related field is desirable.
Why Join?
12. Work within an experienced and highly motivated team.
13. Gain exposure to a wide range of financial planning services.
14. Be part of a company with a strong reputation and client focus.
15. Grow and develop within the company - Opportunity to work towards an advisory role.
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!