Location
Belfast, County AntrimSalary
£24000 - £27000Job Type
PermanentDate Posted
19 May, 2021JUNIOR PARAPLANNER
Company
Abacus Careers are pleased to be recruiting for a Junior Paraplanner on behalf of an ambitious Financial Planning firm in Belfast. Our client is a recognised and respected name, offering advice to a broad range of mid to high net worth individuals, companies, trustees, directors and staff. Services including protection, mortgages and investments are provided by a team of qualified and professional consultants from which you will have the enviable opportunity to learn.
Role
Your duties will include:
- Processing all new business applications across Protection & Investment, and Mortgages.
- Conducting suitability reports.
- Regularly liaise with product providers and clients to nurture relationships and keep information up to date.
- In conjunction with these responsibilities, you will be required to assist with any other office duties as requested.
- Processing Letters of Authority.
Individual
- Will have at least 2 years’ experience operating in a Financial Administrator role.
- Have experience providing sales support to IFA’s in a mortgage or pension and investments capacity.
- Will be keen to further enhance their career in the Financial Services Industry.
- Experience using Intelligent Office.
Salary
£24,000-£27,000 depending on experience
Contact
Nicky Strutt
Next Steps:
Please submit your application or speak to a specialist consultant from the Abacus team on 0044 (0) 28 9031 3157 for a confidential discussion. We aim to respond to all inquiries within 4 business hours.
The team at Abacus manages a range of permanent and contract positions throughout Northern Ireland, the UK and the Republic of Ireland. If you are experienced and/or professionally qualified we can support your job search.
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