Paraplanner (Part-time) - Belfast

Paraplanner (Part-time)

£32,000 to £42,000 FTE plus benefits

This highly regarded firm of Independent Financial Advisors provides advice across a wide range of private clients and is one of the region’s well-known names. Due to continued growth and workload they now require a part-time Paraplanner to provide technical assistance to Independent Financial Advisors within the firm.

Responsibilities

• Provide a full paraplanning service across pensions, investments and cashflow modelling
• Research
• Report writing
• Preparation for meetings
• Liaison with providers
• Client communications
• Database management
• Platform work

Qualifications

Applicants must have experience of working in a technical role within an IFA environment.

Hours are negotiable and flexible; likely around 20 hours per week.

Good benefits package over and above the basic salary.

For enquiries, email: info@johnstongreer.co.uk