Paraplanner

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.


Please note that applicants must have worked for a Financial Services company - the client is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered

Responsibilities

• Provide Administration support to the Financial Advisor
• Organising client files for meetings, preparation of valuations and product research
• Submission of new business applications, monitoring through to completion
• Ability to process Pension transfers and replacement business
• Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes
• Prepare draft suitability reports for clients
• Liaising with clients and professional bodies
• Managing/updating business pipeline and all client files
• Organising appointment diary and advisor meetings
• General Administration duties
• Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements

Criteria / Previous experience:

• Have worked within a Financial Advisor/ Wealth management practice for at least 3 years
• Knowledge of investments, pensions and protection products
• Achieved or working towards Diploma level Financial Services qualifications

Salary will depend on background and be relevant to experience

Please send CV to Colleen Farquharson via the link

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.