Paraplanner

Established in 1985, my client is one of the largest locally owned financial planning practices in Northern Ireland and they continue to grow.

The Job:

Paraplanner

Benefits:

• Personal development budget – to cover all your training, learning and development costs
• Access to the company Pension Scheme
• Company Income Protection Scheme
• Company Private Medical Scheme
• Company Death in Service Scheme
• Access to our Health & Wellbeing aids
• You will work in the office initially for training purposes with the move to a more hybrid model of working once training is complete.
• A tiered salary structure – based on your own role, qualifications and experience.
• Team-building events
• Annual leave lottery

Day to day responsibilities will include:

• Work directly with a team of financial advisors
• Identify and utilise the research and analysis of financial products to meet client requirement
• Identify areas for planning
• Undertake research by researching Product Providers and Products on the market available to suit the clients’ needs

The Person

• 5 GCSE’s to include at least a C in English and Maths or equivalent
• Certificate in Financial Planning or equivalent
• Completed Diploma in Financial Planning / Certificate in Paraplanning or on course to complete within the next 12 months
• At least 4 years’ experience within an IFA environment

Interested?

• Contact Siobhan from Abacus Careers, or apply below with your up to date CV. 

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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