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Financial Services Advisor

  • Location:

    Belfast, County Antrim

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    Up to £25000 per annum

  • Contact:

    Colleen

  • Contact email:

    colleen.farquharson@brookstreet.co.uk

  • Job ref:

    BEL/296856_1589467926

  • Published:

    about 2 months ago

  • Expiry date:

    25/06/2020

  • 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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