Paraplanner - Hybrid/flexible Working

PARAPLANNER CMB Recruitment is delighted to be working with a leading Financial Services firm based in East Belfast, seeking an experienced and qualified Paraplanner. Provide high levels of administrative support to a team of Financial Advisers, including research into suitable financial products. Clearly appreciate clients overall financial position from IFA fact finds. Accurate record keeping, always ensuring full compliance with regulatory standards. THE PERSON Minimum of 3 years relevant experience as a Qualified Paraplanner in the Financial Services sector Strong knowledge of the full range of financial products and services including experience in the transfer of business. Hold a Level 4 Diploma in Financial Planning (preference will be given to candidates who are Chartered or in the process of becoming Chartered) Excellent written and verbal skills SALARY Our client is providing a class leading salary and benefits package to attract candidates of the highest quality. Skills: Paraplanning Financial Report Writing Financial Planning Diploma Communication