Paraplanner
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Location:
Belfast
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Sector:
-
Job type:
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Salary:
Negotiable
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Contact:
Colleen
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Contact email:
colleen.farquharson@brookstreet.co.uk
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Job ref:
BEL/298203_1623314782
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Published:
almost 3 years ago
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Expiry date:
22/07/2021
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Startdate:
July 2021
Job Description
Brook Street (UK) Limited is delighted to be recruiting a Financial Advisor / Paraplanner for our Belfast client.
The client very reputable firm who has been in operation for a number of years
and they have a great job opportunity for an experienced Financial Advisor /Paraplanner to join the team. They are terrific company with a large emphasis on staff development.
Responsibilities
* Research and creation of investment and pension recommendation reports.
* Supporting the ongoing client relationship.
* Assessment of individual client circumstances.
* Drafting and proposing financial solutions to meet client goals, needs and objectives
* Implementing reviews to regularly assess continued suitability of investments
* General report writing and production of suitability reports/letters.
* Document chasing
* Processing new business submissions.
Essential Criteria
* A minimum of 3- 4 years experience working within an IFA or Wealth Management environment.
* Must have a Level 4 Qualification
* Knowledge of pensions and investments would be preferable.
* Excellent interpersonal, verbal and written communication skills
* Team player that can work on own initiative without the need for constant direction.
Benefits
* Salary will depend on background
* Free car parking
* Progression opportunities within the company
Please apply via the link
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