We are seeking an experienced Paraplanner to join our client's financial services team in Belfast. The successful candidate will be responsible for preparing accurate and compliant suitability reports and letters, and will play a critical role in ensuring that client needs are met.
About the Role:
* You will be responsible for collating and interpreting client information, and contributing to the formulation of suitable strategies to meet client objectives.
* Working closely with the financial planning team, you will gather information and provide input on client suitability.
* You will also identify and escalate any issues or concerns related to client suitability.
Key Responsibilities:
* To prepare high-quality suitability reports and letters that meet regulatory requirements.
* To work closely with the financial planning team to gather information and provide input on client suitability.
* To identify and escalate any issues or concerns related to client suitability.
Requirements:
* A minimum of 1 year's experience as a Paraplanner in a financial services environment.
* Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
* Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed recommendations.
Salary: £35,000 - £45,000 per annum