Experienced Paraplanner

  • Location

    Belfast, County Antrim

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £32000 - £42000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2066_1568993708

  • Published:

    about 1 year ago

  • Expiry date:

    2019-10-20

  • Consultant:

    #

Our client is a leading wealth management organisation with offices across the UK. They specialise in providing holistic wealth planning and investment management services to HNW individuals and have over £20 Billion of clients funds under management.

They are currently looking to hire a Paraplanner for their busy team in Belfast. The role is to replace a very experienced individual and will be working alongside two of the company's top Financial Planners. Therefore, we are searching for an experienced Paraplanner who is Diploma qualified as a minimum and ideally Chartered or working towards.

Candidates will be acomplished report writers and will have experience of DB Transfers, pensions and analysis, tax, estate, estate planning and trusts. They are looking for somebody who has exceptional communication skills, someone who is happy to push back professionally and is experienced enough to do so.

On offer is a competitive package including a generous basic salary, discretionary annual bonus, 26 days holiday plus Bank holidays and company benefits. They will support all study towards professional qualifications and there will be plenty of opportunity to progress within the business in the future.