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- Tasks: Support Financial Planners by conducting research and writing detailed financial planning reports.
- Company: Join a dynamic financial services firm in Belfast with a supportive team culture.
- Benefits: Enjoy 25 days holiday, birthday leave, and an electric car scheme.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in financial advice and strong report writing skills are essential.
- Other info: Flexible working hours and excellent career growth opportunities await you.
The predicted salary is between 36000 - 60000 £ per year.
There is a vacancy for a Paraplanner to join our Belfast Office. This is an integral and varied role, with experience in providing high-quality support invaluable to the team. You will work closely with our Financial Planners by providing technical support in servicing clients’ financial advice needs, conducting detailed research on clients’ existing and potential arrangements, and producing timely and compliant financial planning reports. The successful candidate will be motivated, friendly and professional at all times.
Office: Perspective (Marlborough Place)
Location: Belfast
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependent on experience and qualifications. Available upon request.
Note: Any offer of employment is subject to satisfactory criminal record background checks.
Job 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.
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.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Preparation of client review packs.
- Illustration requests.
- Keep up to date with financial products and legislation.
- Comply 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.
Job Benefits:
- 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.
- Birthday Day Off
Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.
Paraplanner in Belfast employer: Perspective Financial Group Ltd
Contact Detail:
Perspective Financial Group Ltd 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 financial sector, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of financial products. We recommend practising common interview questions with a friend or even in front of the mirror. Confidence is key, so show them you know your stuff!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in making a lasting impression. It shows you’re genuinely interested in the position and appreciate the opportunity to interview.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner gig! We love seeing applications directly from our site, and it helps us keep track of all the amazing talent out there. So, get clicking and let’s make it happen!
We think you need these skills to ace Paraplanner in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial advice and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Be friendly, professional, and show us your motivation to join our Belfast office.
Showcase Your Skills: Don’t forget to highlight your analytical and problem-solving skills in your application. We’re looking for someone who can manage workloads and produce accurate reports, so make sure we see that in your writing!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep everything organised. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge and paraplanning skills. Familiarise yourself with the latest financial products and legislation, as well as the specific services offered by the company. This will show that you're not just interested in the role but are also proactive about staying informed.
✨Showcase Your Communication Skills
Since outstanding communication is key for this role, practice articulating your thoughts clearly and confidently. Prepare to discuss how you've effectively communicated complex information in the past, whether in reports or client interactions. This will demonstrate your ability to support Financial Planners and engage with clients.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage your workload and prioritise tasks. Share specific examples of how you've successfully juggled multiple responsibilities in previous roles. This will highlight your organisational abilities, which are essential for producing timely and compliant financial planning reports.
✨Be Adaptable
Flexibility is crucial in a dynamic environment like financial services. Prepare to discuss situations where you've had to adapt to changes or unexpected challenges. This will show that you can handle the varied responsibilities of the Paraplanner role and thrive under pressure.
