Financial Services Administrator / Paraplanner

Artemis Human Capital is working in partnership with a successful wealth management business in Belfast city centre. Following recent growth in their advisory team, they are eager to appoint an experienced Financial Administrator / Paraplanner to provide support to the team. The Benefits: 4 day week can be accommodated Free onsite parking Hybrid working and some flexibility on working hours 10% Employer pension contribution 4x Death in service Group PMI plan Paid support with CII/PFS exams Discretionary bonus The Role: Processing new business applications Responding to client enquiries and resolving client issues Preparing suitability reports for new business cases, as well as post-annual review reports where further actions, such as fund switches or portfolio rebalancing Requesting investment / plan information from product providers Working closely with the Financial Advisors to obtain necessary information for the preparation of financial reports The Person: At least 2 years' experience of working within a financial advisory business is essential Excellent attention to detail Ability to manage own workload Experience of preparing suitability reports and cashflow models Strong IT skills To apply for this Financial Services Administrator / Paraplanner job please click on the link below or contact Laura Haggan to discuss in the strictest confidence.