Paraplanner
Artemis Human Capital is delighted to be partnering with an NI top financial services organisation in their search to appoint an experienced para-planner to their dynamic team. This role will suit a capable & ambitious para-planner who has proven experience working in financial planning. Our client is offering a market leading salary & benefits package to the successful candidate.
The Job…
Working closely with the wider financial planning team, you will be involved across the following areas:
- Research & preparing advice for firm clients in line with their needs & requirements.
- Assisting the financial planning team to advise & recommend suitable financial planning solutions.
- Responsible for & managing work-flow.
- Preparing client documentation in a timely & accurate manner in-keeping with client deadlines.
The Ideal Candidate…
To be considered for this position, you will ideally possess the following criteria:
- A minimum of 3 years experience in a para-planning role.
- Ideally you will be Level 6 qualified or working towards it.
- You will be currently pursuing or are keen to pursue Chartered status.
- Excellent communication & organisation skills.
The Benefits…
Our client offer a market leading benefits package, if you are successful for this role you will be entitled to:
- A generous starting salary of £35-40,000 per annum (DOE).
- A competitive company bonus scheme.
- Hybrid working.
- Excellent company culture.
- Fantastic scope for future progression & development.
- Cash allowance which can be used towards a variety of benefits.
- Fantastic client base.
To apply for this Para-planner job please click on the link below or contact Beth Gault to discuss in the strictest confidence.