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- Tasks: Support advisers with financial research, analysis, and report preparation.
- Company: Join a respected boutique financial advisory firm established since 1998.
- Benefits: Competitive salary, growth opportunities, and a supportive team environment.
- Why this job: Gain valuable experience in financial planning and work towards an advisory role.
- Qualifications: Degree in Finance or Economics preferred; strong analytical and communication skills required.
- Other info: Ideal for ambitious individuals eager to develop their careers in finance.
The predicted salary is between 28800 - 43200 £ per year.
Financial Services Administrator / Paraplanner Belfast | Hybrid Are you an experienced Financial Services Administrator/Paraplanner who thrives in a collaborative, client-focused environment? This is a fantastic opportunity to join a highly regarded independent wealth management firm that truly values its people and provides an exceptional level of personal service to its clients. About the Company This long-established, boutique financial planning firm has built its reputation on trust, professionalism, and a genuinely personal approach. With a close-knit team of experts, they offer tailored advice to individuals and businesses alike – helping clients make confident, informed decisions about their financial futures. The Opportunity You\’ll play a key role in supporting advisers and clients across a wide range of financial planning services. This role offers a great mix of administrative and paraplanning responsibilities , along with opportunities to get involved in cashflow modelling and investment research . It\’s a perfect fit for someone who enjoys variety, precision, and meaningful work – all within a supportive and flexible environment. Key Responsibilities Provide comprehensive administrative support to financial advisers and the wider team. Assist with client onboarding, annual review packs, and ongoing service requests. Maintain accurate and compliant client records. Liaise directly with clients and providers to ensure a smooth service. Support financial planners with cashflow modelling and investment analysis . What You\’ll Bring Experience in financial planning administration or paraplanning. Knowledge of cashflow modelling and FE Analytics for investment research. Familiarity with Intelliflo Office (desirable). Strong attention to detail and excellent organisational skills. Confident communicator with a proactive, can-do approach. Proficient in Microsoft Office with strong numerical accuracy. What\’s on Offer Hybrid working (Belfast-based office). Competitive Salary. A supportive, close-knit team culture. Professional development opportunities. The chance to make a real impact within a respected boutique firm. Skills: Paraplanner cashflow reports admin wealth management
Paraplanner - Belfast employer: Staffline Recruitment Ltd.
Contact Detail:
Staffline Recruitment Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Belfast
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 2
Network with professionals in the financial advisory sector, especially those who work as Paraplanners. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Brush up on your report writing skills by reviewing sample financial reports. Being able to discuss your approach to creating high-quality reports during the interview can set you apart from other candidates.
✨Tip Number 4
Showcase your analytical skills by preparing a case study or example of a financial analysis you've conducted in the past. This practical demonstration can impress interviewers and highlight your expertise.
We think you need these skills to ace Paraplanner - Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial planning and investment expertise. Include specific examples of your analytical skills and report writing abilities that align with the responsibilities of a Paraplanner.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advisory work. Mention your experience with financial software and tools, and how you can contribute to the team by supporting advisers and ensuring compliance.
Highlight Relevant Experience: In your application, emphasise any previous roles or projects where you conducted financial research, prepared reports, or assisted with investment strategies. This will demonstrate your capability to fulfil the key responsibilities of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A well-presented application reflects your attention to detail, which is crucial for a Paraplanner.
How to prepare for a job interview at Staffline Recruitment Ltd.
✨Showcase Your Analytical Skills
As a Paraplanner, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've conducted financial research or analysis in the past. Highlight any tools or software you’ve used to support your findings.
✨Prepare High-Quality Reports
Since report writing is a key responsibility, bring along samples of reports you've previously prepared. This will demonstrate your ability to produce detailed and professional documentation, which is essential for the role.
✨Understand Compliance Requirements
Familiarise yourself with the regulatory requirements relevant to financial advising. During the interview, be ready to discuss how you ensure compliance in your work, as this is a critical aspect of the Paraplanner role.
✨Communicate Effectively
Strong communication skills are vital for collaborating with advisers and clients. Practice articulating your thoughts clearly and concisely, and be prepared to answer questions about how you would tailor solutions for clients based on their needs.
