Paraplanner - Centre

Overview

VANRATH are delighted to again be assisting our major client with the Recruitment of a Paraplanner to join their fun and friendly flagship office within Belfast City Centre
.

Monday - Friday
- Permanent position
. Flexible Working Hours
- Hybrid

Salary

£45,000 (Fully Negotiable) + Paid Certifications & Progression Opportunities & 5
* Training And Development - Really exciting position with tonnes of growth potential

• Assist financial advisors in preparing and implementing financial plans for clients
• Conduct research and analysis on investment options, insurance policies, and other financial products
• Prepare reports and presentations for client meetings
• Collaborate with advisors to develop strategies for client goals and objectives
• Monitor and review client portfolios to ensure they align with their financial plans
• Stay up-to-date with industry regulations and best practices
• Provide administrative support to the financial advisory team

• Strong analytical and problem-solving skills
• Excellent attention to detail
• Proficient in financial planning software and tools
• Knowledge of investment products, insurance policies, and tax regulations
• Effective communication skills, both written and verbal
• Ability to work independently and as part of a team
• Strong organizational skills and ability to prioritize tasks