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- Tasks: Prepare reports, conduct research, and manage client queries in a dynamic financial planning environment.
- Company: Join a growing team in modern offices near Belfast city centre, focused on financial planning excellence.
- Benefits: Enjoy 22 days leave, 10% pension contribution, flexible hours, and free parking!
- Why this job: Be part of a supportive culture with real growth opportunities and a competitive salary.
- Qualifications: Level 4 qualified or working towards it, with strong financial planning knowledge.
- Other info: Flexible work options available, including condensed weeks and remote work.
The predicted salary is between 36000 - 60000 £ per year.
Job Opportunity: Paraplanner Location: Belfast Salary: Market-leading for the right candidate + generous benefits Are you a motivated and detail-oriented financial professional looking to take the next step in your career? My client is on the lookout for a skilled Paraplanner to join their expanding team based in brand-new, modern offices near the city centre. If you’re passionate about financial planning and want to be part of a friendly, supportive environment with real opportunities for growth, this could be the perfect role for you! Key Responsibilities: Prepare accurate and compliant suitability reports and letters within target deadlines. Conduct comparative and technical research to assist in client recommendations and arrangement reviews. Collaborate with IFAs to understand clients’ overall financial position and objectives. Manage client queries, ensuring accurate and thorough responses. Ensure all client work adheres to compliance regulations and is supported by relevant documentation. The Ideal Candidate: Level 4 qualified or working towards the qualification. Broad technical knowledge and experience in financial planning products. Highly motivated, enthusiastic, and able to work independently or as part of a team. Strong understanding of industry standards and business processes. Able to communicate effectively with clients and advisers. Why Join Us? Competitive salary: They’re offering a market-leading salary for the right candidate. Generous benefits: 22 days annual leave + bank holidays, 10% employer pension contribution, 4x death in service, group PMI, and an Electric Vehicle Scheme (salary sacrifice). Career development: Paid support with CII/PFS exams, perfect for those looking to advance in their career. Work-life balance: Standard hours of 9-5, but they’re flexible! You could condense your week into 4 days or enjoy some work-from-home flexibility. Bonus: Discretionary bonus available based on performance. Perks: Free parking in our new premises. Join a supportive team that values growth, flexibility, and top-tier service for their clients. Ready to apply? Take the next step in your career and apply now to become part of their dynamic team! Contact Siobhan from Abacus Careers for more information. Skills: Level 4 Analytical Understanding of Financial Planning Products
Paraplanner - Belfast employer: Abacus Professional Recruitment
Contact Detail:
Abacus Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Belfast
✨Tip Number 1
Make sure to familiarize yourself with the latest financial planning products and regulations. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who are already working as Paraplanners. They can provide valuable insights and may even refer you to opportunities within their firms.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client queries or collaborated with IFAs in the past. Real-life scenarios can showcase your problem-solving skills and ability to work in a team.
✨Tip Number 4
Highlight your motivation and enthusiasm for the role during any conversations or interviews. Employers are looking for candidates who are not just qualified but also genuinely passionate about financial planning.
We think you need these skills to ace Paraplanner - Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualifications and relevant experience in financial planning products. Use specific examples that demonstrate your analytical skills and ability to prepare compliant suitability reports.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your passion for financial planning. Mention how your skills align with the key responsibilities outlined in the job description, such as conducting research and managing client queries.
Highlight Compliance Knowledge: Emphasize your understanding of compliance regulations in your application. Provide examples of how you have ensured adherence to these standards in previous roles, as this is crucial for the position.
Showcase Team Collaboration: Since the role involves collaborating with IFAs, include examples in your application that demonstrate your ability to work effectively within a team. Highlight any experiences where you successfully communicated with clients and advisers to achieve common goals.
How to prepare for a job interview at Abacus Professional Recruitment
✨Show Your Technical Knowledge
Be prepared to discuss your understanding of financial planning products and demonstrate your analytical skills. Highlight any relevant experience you have in preparing suitability reports and conducting research.
✨Emphasize Compliance Awareness
Since compliance is crucial in this role, make sure to express your knowledge of industry standards and regulations. Share examples of how you've ensured compliance in your previous work.
✨Demonstrate Team Collaboration
Talk about your experience working with Independent Financial Advisers (IFAs) and how you’ve collaborated to achieve client objectives. Show that you can work well both independently and as part of a team.
✨Prepare Questions for Them
Have thoughtful questions ready about the company culture, career development opportunities, and the specifics of the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
