Job Description

Brook Street are pleased to be recruiting a Paraplanner for our Belfast client.

Our client has been in operation for over 10 years and they deal with broad range of mid to high net worth individuals, companies, trustees, directors and staff. From mortgages, to protection, and from Pensions to Investments

The candidate hired will be responsible for working closely with the directors and financial advisers in relation to the provision of a full financial planning service to their database of clients

Duties would involve gathering information on an analysing clients existing plans , Co-ordination of compliant key features and personal illustrations to support the IFA`s.

Writing relevant suitability reports/ letters as required using existing templates amended as necessary, as well as bespoke discussion documents and client outlines


Criteria:

Applicants must have previous hands on experience in a paraplanning role
Experienced level 4 qualified paraplanner or working towards qualification
Protection and pensions exposure
Motivated and enthusiastic
Able to demonstrate a good understanding of Financial Planning products, as well as technical and industry knowledge
Follow business processes accurately and compliantly either independently or as part of a team

Please note that only applicants with the relevant experience of working for an IFA firm will be contacted. Salary will be determined after interview based on previous experience

Please send CV via the apply link