Financial Services Advisor
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Location:
Belfast
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Sector:
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Job type:
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Salary:
Up to £25000 per annum
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Contact:
Colleen
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Contact email:
colleen.farquharson@brookstreet.co.uk
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Job ref:
BEL/296856_1589467926
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Published:
almost 4 years ago
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Expiry date:
25/06/2020
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Startdate:
27/07/20
Job Description
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.
Applicants must have worked for a Fincial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience 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 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 via the link
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