£35K/yr to £45K/yr
Belfast, Northern Ireland
Contract, Variable

Junior Paraplanner - 6 Month Contract

Posted by mbf..

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.
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