Paraplanner
Artemis Human Capital is delighted to be working on a brand new role with one of our long-standing clients. Our client is a dynamic & innovative wealth management & financial planning firm based in Belfast who, due to continued growth & expansion, are keen to appoint an experienced paraplanner to their busy team.
The Role…
Working closely with the experienced team, your role will mainly focus on the following areas:
- Supporting with the onboarding of new clients & implementation of financial plans.
- Liaising with product providers to ensure timely & accurate responses to clients.
- Supporting with the set up & integration of the firm’s new platform, including the migration of all client info to the new system.
- Assisting with the implementation of strategic financial plans.
The Ideal Candidate…
To be considered for this exciting position, you will possess the following criteria:
- A minimum of 2+ years experience working within wealth management- in either a paraplanning, financial planning, or FS admin capacity.
- You will be a well organised individual.
- You must also possess strong communication skills.
- Experience in system or platform migration would be advantageous for this position.
The Benefits…
Our client has put together a competitive remuneration package for this role, including:
- A lucrative salary of £35-40,000 per annum (DOE).
- Study support towards any relevant professional qualification you may wish to pursue.
- Hybrid working (2-3 days WFH per week).
- 1pm Friday finish time.
- Genuine scope for career progression & development.
- Flexi start/finish times.
- Competitive wider benefits package- enhanced pension contribution & enhanced parental leave policies.
To apply for this Paraplanner job please click on the link below or contact Beth Gault to discuss in the strictest confidence.