Paraplanner - Hybrid Role with Study Support & Growth

Recruit Wealth Limited; Belfast; Hybrid; GBP 38,000 - 42,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Option to purchase up to 5 additional days holiday

Birthday off

Quarterly paraplanning bonus scheme

Annual salary reviews

Full study support for professional qualifications

Hybrid/flexible working

Private pension

Life assurance

Corporate eye-care cover

Job summary

Recruit Wealth Limited is seeking a talented Paraplanner to join their Belfast team. In this integral role, you will support Financial Planners, producing high-quality suitability reports and conducting thorough research on financial products. The ideal candidate will have previous paraplanning experience and be diploma qualified, ideally with experience in Intelligent Office. This position offers a hybrid working model and several benefits, including a quarterly bonus scheme and professional development support.

Qualifications

• Previous paraplanning experience with financial advice.
• Willingness to study further for professional qualifications.
• Strong attention to detail and organizational ability.

Responsibilities

• Produce high quality suitability reports.
• Conduct detailed research on financial products and strategies.
• Support Financial Planners with client reviews.

Skills

Paraplanning experience

Analytical skills

Research skills

Communication skills

IT skills (Word, Excel, PowerPoint)

Education

Diploma qualified

Tools

Intelligent Office

Job description

Recruit Wealth Limited is seeking a talented Paraplanner to join their Belfast team. In this integral role, you will support Financial Planners, producing high-quality suitability reports and conducting thorough research on financial products. The ideal candidate will have previous paraplanning experience and be diploma qualified, ideally with experience in Intelligent Office. This position offers a hybrid working model and several benefits, including a quarterly bonus scheme and professional development support.