Paraplanner - Temp contract

Paraplanner - 6 month Contract About the Role Are you passionate about wealth planning and eager to work in a role that combines technical expertise, client engagement, and team collaboration?My client, one of the world's leading Wealth Management groupsis seeking a Paraplannerto join their Wealth Planning team, supporting high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role is integral to helping their Wealth Planners deliver comprehensive, client-focused financial solutions that meet complex planning needs. Key Responsibilities Client Support & Relationship Management: Partner with Wealth Planners to craft suitability letters and ensure smooth implementation of tailored financial solutions. Attend client meetings, take detailed notes, and assist with follow-ups. Technical Analysis: Conduct cash flow modeling and review client structures to provide data-driven insights. CRM & Data Management: Manage client cases using our Client Relationship Management system, ensuring accurate and current information. Cross-Functional Collaboration: Engage with colleagues across the Group to leverage their expertise for optimal client outcomes. Project Involvement: Contribute to initiatives that enhance the Wealth Planning service and our client offering. Compliance & Risk: Uphold regulatory standards and adhere to company policies, placing client outcomes at the core of all decision-making. What They're Looking For They seek a proactive, detail-oriented professional with a demonstrated track record in financial planning support, ideally with two or more years of experience as a paraplanner. The ideal candidate will hold basic financial planning qualifications (CII Diploma or above) and possess excellent communication skills, a client-centric approach, and proficiency in Excel and Word. Familiarity with Voyant Advisor is a plus. Values and Culture They value respect, integrity, and a deep commitment to their clients and communities. They foster a collaborative environment that inspires continuous improvement, innovation, and entrepreneurial thinking. Flexible Working They support flexible or agile working arrangements within their company framework, creating a balance that works for both you and the business. Why Join? As part of the Group, a leader in global wealth management, youll be joining a team dedicated to providing exceptional service and personalized financial planning. If youre ready to advance your career in a dynamic, client-focused role,then apply now! Reach out to Siobhan from Abacus Careers for more information now. Skills: Paraplanner, Administration, Excel, Word

Location: Belfast, GB

Posted Date: 11/29/2024