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For Companies At a Glance
- Tasks: Support financial advisers by preparing reports and analysing data for clients.
- Company: Join a respected financial services organisation in Belfast, known for growth and support.
- Benefits: Enjoy a salary up to £40,000, 25 days leave, and flexible benefits.
- Why this job: Be part of a professional team with clear career progression and ongoing training.
- Qualifications: Diploma in Regulated Financial Planning or relevant experience required.
- Other info: This role offers opportunities to advance to Senior Paraplanner and beyond.
The predicted salary is between 28800 - 48000 £ per year.
mbf Belfast, Northern Ireland, United Kingdom
Paraplanner
mbf Belfast, Northern Ireland, United Kingdom
3 days ago Be among the first 25 applicants
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This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Senior Recruitment Professional – Financial Services
Paraplanner – Belfast
Salary: Up to £40,000 + Benefits
Employment Type: Full-time, predominantly office-based
We are representing a highly respected, growing financial services organisation in their search for an experienced Paraplanner to join their Belfast office. This is a great opportunity to become an integral part of a professional, supportive team while working in a role that offers both variety and progression opportunities.
The Role:
Working closely with advisers and other paraplanners, you will provide high-quality technical and administrative support, ensuring that clients receive accurate, compliant, and timely advice. Your responsibilities will include:
- Preparing client reports, valuations, and quotations
- Researching and analysing financial data to build tailored recommendations
- Producing clear, accurate, and professional advice reports for complex cases
- Updating systems and maintaining accurate client records
- Liaising directly with clients, both over the phone and face-to-face
- Collaborating with advisers to ensure smooth delivery of services
Skills & Experience Required:
- Diploma in Regulated Financial Planning (or working towards)
- Proven experience as a paraplanner or in a similar technical support role within financial services
- Strong analytical and problem-solving skills
- Excellent written and verbal communication abilities
- High level of technical knowledge and attention to detail
- Ability to build strong working relationships with clients and internal stakeholders
- Salary up to £40,000 (depending on experience)
- Company pension scheme
- 25 days annual leave + birthday off
- Flexible benefits package
- Option to purchase additional holidays
- Enhanced family-friendly policies
This role offers a clear career pathway, with opportunities to progress to Senior Paraplanner and beyond. You’ll be supported with ongoing training and development to enhance your skills and qualifications.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Administrative and Analyst
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Paraplanner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services sector, especially those who are already working as paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends in the field.
✨Tip Number 2
Familiarise yourself with the specific software and tools commonly used in paraplanning. Being proficient in these can set you apart from other candidates and demonstrate your readiness for the role.
✨Tip Number 3
Prepare to discuss your analytical skills and problem-solving abilities during the interview. Have examples ready that showcase how you've successfully navigated complex financial scenarios in the past.
✨Tip Number 4
Research the company culture at mbf and be ready to articulate how your values align with theirs. This will help you make a strong impression and show that you're not just looking for any job, but specifically want to be part of their team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a paraplanner or in a similar role. Emphasise your analytical skills, attention to detail, and any qualifications like the Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your ability to provide high-quality support. Mention specific examples of how you've successfully collaborated with advisers or clients in the past.
Highlight Technical Skills: In your application, clearly outline your technical knowledge and problem-solving abilities. Discuss any experience you have with preparing client reports, valuations, and maintaining accurate records.
Showcase Communication Skills: Since the role involves liaising with clients, emphasise your written and verbal communication skills. Provide examples of how you've effectively communicated complex information to clients or team members.
How to prepare for a job interview at mbf
✨Know Your Financial Regulations
As a paraplanner, it's crucial to have a solid understanding of financial regulations and compliance. Brush up on the latest rules and guidelines relevant to the role, as this will demonstrate your commitment to providing accurate and compliant advice.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples of how you've used your analytical skills in previous roles. Be ready to explain how you approach financial data analysis and how it has led to successful client outcomes.
✨Practice Clear Communication
Since you'll be liaising with clients and advisers, practice articulating complex financial concepts in a clear and concise manner. Consider doing mock interviews to refine your verbal communication skills.
✨Demonstrate Team Collaboration
Highlight your experience working in teams, especially in a financial services context. Be prepared to discuss how you've collaborated with advisers and other paraplanners to ensure smooth service delivery.
