We are currently recruiting a Para planner to join our client in Lisburn on a Permanent basis The successful candidate would be required to start in January 2025
25K - 30K depending on experience
35 hours per week
Monday to Friday 9am - 5pm (Friday : 9am - 4pm)
Lisburn based - Financial Client
The successful candidate will :
Support the advisors with financial planning advice
Provide detailed client recommendations
Update and record funding and product research
Preparing documentation, draft suitability reports and platform submissions
Client withdrawals
Track investments through to completion and update internal records
Administration duties including preparing and maintaining client files
Essential Criteria:
Experience within a financial planning environment is required
Good understanding and knowledge / awareness of other relevant legislation such As: FCA money laundering section of the System and Controls Sourcebook (SYSC), Joint Money Laundering Steering Group (JMLSG) Guidance and other relevant financial crime legislation, including the Bribery Act
Good written / oral communication skills
To apply please send your CV via the link.
Please note only shortlisted candidates will be contacted.
RecCoLisburn
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Matching this job role: Paraplanner
The Recruitment Co.
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2nd Floor, State Building,
Arthur Place,
Belfast,
BT1 4HG
Job Ref: P25_1733152465