Para Planner – Lisburn.

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 : 

1. Support the advisors with financial planning advice

2. Provide detailed client recommendations

3. Update and record funding and product research

4. Preparing documentation, draft suitability reports and platform submissions

5. Client withdrawals

6. Track investments through to completion and update internal records

7. 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

• Must be able to work well under pressure

• IT Skills

To apply please send your CV via the link.

Please note only shortlisted candidates will be contacted.