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.

Tagged as: Financial Planning, Level 6 Qualified, Paraplanner, Paraplanning

  • Full Time
  • Belfast (Hybrid)
  • £35-40,000 GBP / Year
  • Applications have closed.