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Paraplanner

Belfast
Artemis Search & Selection Limited
€40,000 a year
Posted: 21 October
Offer description

Artemis Human Capital is delighted to be working on a brand new role with one of our long-standing clients. Our client is a dynamic & innovative wealth management & financial planning firm based in Belfast who, due to continued growth & expansion, are keen to appoint an experienced paraplanner to their busy team. The Role Working closely with the experienced team, your role will mainly focus on the following areas: Supporting with the onboarding of new clients & implementation of financial plans. Liaising with product providers to ensure timely & accurate responses to clients. Supporting with the set up & integration of the firm's new platform, including the migration of all client info to the new system. Assisting with the implementation of strategic financial plans. The Ideal Candidate To be considered for this exciting position, you will possess the following criteria: A minimum of 2 years experience working within wealth management- in either a paraplanning, financial planning, or FS admin capacity. You will be a well organised individual. You must also possess strong communication skills. Experience in system or platform migration would be advantageous for this position. The Benefits Our client has put together a competitive remuneration package for this role, including: A lucrative salary of £35-40,000 per annum (DOE). Study support towards any relevant professional qualification you may wish to pursue. Hybrid working (2-3 days WFH per week). 1pm Friday finish time. Genuine scope for career progression & development. Flexi start/finish times. Competitive wider benefits package- enhanced pension contribution & enhanced parental leave policies. To apply for this Paraplanner job please click on the link below or contact Beth Gault to discuss in the strictest confidence. Skills: Paraplanning Financial Planning Client Onboarding Platform Migration

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