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Permanent

Paraplanner

City
money-bag 10000-500000 Annual
3131682740
Posted 2 days ago

Honeycomb is delighted to partner with a Nationwide Wealth management company to recruit for a Paraplanner to join their office based in East Belfast. The role is full time, permanent and comes with excellent opportunity for growth and development.The RoleOur client is looking for an experienced and motivated Paraplanner to join their growing team. This is an excellent opportunity for an organised and technically skilled individual who is passionate about delivering high-quality financial planning support.Working closely with the advisers, you''ll play a vital role in delivering exceptional client outcomes while supporting the development of the wider paraplanning team. If you enjoy working in a collaborative environment, managing complex cases and mentoring others, then this could be the ideal role.As a Paraplanner, you will be responsible for supporting advisers and ensuring the efficient delivery of financial planning services. Your key responsibilities will include:Preparing valuations and quotations, updating internal systems and providing comprehensive administrative support to ensure the smooth running of services for clients and advisers.Analysing client data, conducting research and developing well-informed recommendations to support financial planning advice.Producing accurate, professional and client-focused suitability reports to a consistently high standard.Allocating work across the paraplanning team to ensure workloads are managed effectively and service ..... full job details .....

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