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Paraplanner

Belfast
Artemis Search & Selection Limited
€40,000 a year
Posted: 27 October
Offer description

Artemis Human Capital are delighted to be supporting a well established financial planning firm as they seek to expand their Belfast team. This is a fantastic opportunity to join a forward-thinking and highly regarded financial planning firm that prides itself on delivering an exceptional client experience. Due to ongoing growth, they are seeking a motivated and experienced Paraplanner to play a key role in supporting the advisory team and ensuring a smooth, efficient client journey. What Youll Be Doing As Paraplanner, youll work collaboratively with the wider advisory and operations teams to provide first-class technical and administrative support. Your day-to-day will involve: Supporting the onboarding of new clients and the implementation of tailored financial plans. Liaising with providers to obtain key information and ensure prompt responses. Assisting with the firms new system integration, including client data migration and platform set-up. Supporting advisers with the preparation and implementation of strategic recommendations. What Were Looking For Were keen to speak with individuals who have: At least 2 years experience within wealth management, financial planning, or a paraplanning/FS admin role. Excellent organisational skills and strong attention to detail. Confident communication skills and the ability to work effectively within a collaborative team. (Bonus) Experience in systems or platform migration would be highly advantageous. Level 4 qualification is highly desirable for this position. Whats On Offer This firm truly invests in its people and offers an excellent working environment along with: Salary up to £42,000, depending on experience. Hybrid working. Study support for further qualifications. Flexible start/finish times. Strong progression opportunities as the firm continues to grow. Enhanced benefits package including pension and parental leave policies. If youre an experienced paraplanner who thrives in a dynamic, people-focused environment, this could be the perfect next step. To apply, please click the link below or contact Beth Gault at Artemis Human Capital in strict confidence. Skills: Paraplanner Paraplanning Financial Services Financial Planning

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