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- Tasks: Assist financial advisors in creating and implementing client financial plans.
- Company: Join a fun and friendly team in Belfast's flagship office.
- Benefits: Negotiable salary, paid certifications, flexible hours, and top-notch training.
- Why this job: Grow your career in finance while making a real impact on clients' lives.
- Qualifications: Strong analytical skills and knowledge of financial products required.
- Other info: Exciting opportunities for professional development and career progression.
The predicted salary is between 36000 - 54000 £ per year.
VANRATH are delighted to again be assisting our major client with the recruitment of a Paraplanner to join their fun and friendly flagship office within Belfast City Centre.
Monday - Friday - Permanent position. Flexible Working Hours - Hybrid
Salary: £45,000 (Fully Negotiable) + Paid Certifications & Progression Opportunities & 5* Training And Development - Really exciting position with tonnes of growth potential.
Responsibilities:
- Assist financial advisors in preparing and implementing financial plans for clients
- Conduct research and analysis on investment options, insurance policies, and other financial products
- Prepare reports and presentations for client meetings
- Collaborate with advisors to develop strategies for client goals and objectives
- Monitor and review client portfolios to ensure they align with their financial plans
- Stay up-to-date with industry regulations and best practices
- Provide administrative support to the financial advisory team
Skills:
- Strong analytical and problem-solving skills
- Excellent attention to detail
- Proficient in financial planning software and tools
- Knowledge of investment products, insurance policies, and tax regulations
- Effective communication skills, both written and verbal
- Ability to work independently and as part of a team
- Strong organizational skills and ability to prioritize tasks
Paraplanner (Belfast/Hybrid) employer: VanRath
Contact Detail:
VanRath Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Belfast/Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by brushing up on your financial knowledge and the latest industry trends. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Don’t forget to showcase your analytical skills during interviews! Bring examples of how you've successfully assisted in financial planning or solved complex problems in previous roles. This will help you stand out as a strong candidate.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We’re here to support you every step of the way, so make sure to take advantage of all the resources we offer to help you succeed.
We think you need these skills to ace Paraplanner (Belfast/Hybrid)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your analytical skills and experience with financial planning software, as these are key for us at StudySmarter.
Showcase Your Communication Skills: Since effective communication is crucial in this role, don’t forget to demonstrate your written and verbal skills. Use clear and concise language in your application to reflect your ability to communicate complex ideas simply.
Highlight Relevant Experience: If you've worked on financial plans or have experience with investment products, make it known! We love seeing how your past experiences align with the responsibilities of the role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our Belfast office!
How to prepare for a job interview at VanRath
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of investment products, insurance policies, and tax regulations. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential asset to the team.
✨Show Off Your Analytical Skills
Prepare to demonstrate your strong analytical and problem-solving skills during the interview. You might be asked to tackle a hypothetical scenario, so think about how you would approach analysing financial plans or client portfolios.
✨Practice Your Communication
Since effective communication is key in this role, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend or family member to refine your verbal and written communication skills.
✨Be Ready to Collaborate
This position involves working closely with financial advisors, so be prepared to discuss how you can contribute to a team environment. Share examples from your past experiences where you've successfully collaborated to achieve common goals.
