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- Tasks: Support Financial Planners by writing reports and conducting product research.
- Company: Rapidly expanding national IFA brand in Belfast.
- Benefits: 25 days holiday, e-discounts, electric car scheme, and life assurance.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experience in financial advice and strong report writing skills required.
- Other info: Flexible work environment with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a rapidly expanding national IFA brand, has a fantastic opportunity for a Paraplanner to join their Belfast Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with the Financial Planners by providing technical support in the process of servicing their Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conducting detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports.
The successful candidate will need to be motivated, friendly and professional at all times.
Job Responsibilities:- Writing Financial Planning Reports that our Planners present to clients.
- Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
- Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
- Arranging for plans to be submitted to provider companies.
- Maintaining client records on the company software and ensuring the client and firm's files are well presented, accurate and compliant.
- Preparation of client review packs.
- Illustration requests.
- Keeping up to date with financial products and legislation.
- Complying with all company and industry guidelines, rules and regulations.
Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Requirements:- Experience in a Financial Advice firm and Paraplanner/report writing skills is essential.
- Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
- A reliable individual who has the ability to manage and prioritise workloads.
- Outstanding communication skills at all levels.
- Ability to produce business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and problem-solving skills.
- Experience of working as part of a team.
- Excellent organisational and multi-tasking abilities are essential.
- Flexibility/adaptability to cope with change.
- Confident with IT and office software packages Word, Excel, PowerPoint.
25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.
Paraplanner in Belfast employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on a Paraplanner role or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio of your best Financial Planning Reports and any relevant research you've conducted. This will not only impress potential employers but also give them a taste of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner in Belfast
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial advice and report writing, as this is what we’re really looking for!
Show Off Your Skills: Don’t be shy about showcasing your analytical and problem-solving skills. We want to see how you can contribute to our team and help us provide top-notch service to our clients.
Be Professional Yet Friendly: Remember, we value a friendly and professional attitude. Let your personality shine through in your application while maintaining that professional tone we all appreciate.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around products and legislation. Being able to discuss recent changes or trends in the industry will show that you're not just a candidate, but someone who is genuinely interested in the field.
✨Showcase Your Report Writing Skills
Since writing Financial Planning Reports is a key part of the role, be prepared to discuss your experience with report writing. Bring examples if possible, and highlight your attention to detail and ability to communicate complex information clearly.
✨Demonstrate Team Spirit
This role involves working closely with Financial Planners, so it's important to convey your ability to collaborate effectively. Share examples of how you've supported colleagues in the past and how you handle feedback and communication within a team.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving skills and how you manage client queries. Think of specific situations where you had to analyse information or adapt to changes, and be ready to explain your thought process and outcomes.