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Job Advertisement: Junior Paraplanner (Fixed Term Contract)
Location: Belfast
Division: Financial Planning, International Private Bank
Contract Type: 6-month Fixed Term Contract
Salary: £35,000 - £45,000 pro rata (Negotiable)
About the Role:
Our client is the highly respected Financial Planning Division of an international Private Bank. They are currently seeking a motivated and detail-oriented Junior Paraplanner to join their Financial Planning team in Belfast.
This role will be on an initial 6-month fixed-term contract with the potential for extension or permanency. As part of the Financial Planning division of a prestigious international private bank, you’ll play a crucial support role, assisting their Senior Technical Paraplanner and Chartered Financial Planner in delivering high-quality, tailored financial advice to our clients.
Key Responsibilities:
- Report Writing: Prepare detailed, accurate, and comprehensive financial planning reports.
- Technical Support: Work closely with senior team members to assist in the development of client financial plans.
- Administrative Support
- Client Documentation: Ensure all documentation is accurately maintained and up to date.
About You:
The ideal candidate will have previous experience in a financial planning Administration or paraplanning role, with a strong foundation in report writing and technical support. We’re looking for a proactive individual with a keen eye for detail and a passion for delivering top-quality support in a collaborative environment.
Skills & Qualifications:
- Experience in the financial planning sector is essential.
- Ideally you will have the Level 4 Diploma although not essential
- Strong communication skills, with the ability to convey complex information clearly and concisely.
- Proficiency in financial research, analysis, and reporting.
- A proactive approach and the ability to work independently and within a team.
What We Offer:
- Competitive salary in the range of £35,000 - £45,000 (pro rata), negotiable based on experience.
- The opportunity to work within an internationally respected private bank.
- Exposure to senior industry professionals and the chance to develop expertise in high-quality, client-centric financial planning.
