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Job Description

Brook Street is delighted to be recruiting a Paraplanner for our client located in Lurgan

You will be responsible for providing a high quality financial advice to an existing client base and also to develop new business.

Duties :

* Contacting clients and setting up meetings, either within an office environment or in clients` homes or business premises;

* Conducting in-depth reviews of clients` financial circumstances, current provision and future aims;

* Analysing information and preparing plans best suited to individual clients` requirements;

* Completing risk analyses;

* Researching the marketplace and providing clients with information on new and existing products and services;

* Designing financial strategies;

* Assisting clients to make informed decisions;

* Researching information from various sources, including providers of financial products;

* Reviewing and responding to clients changing needs and financial circumstances;

* Promoting and selling financial products to meet given or negotiated sales targets;

* Negotiating with product suppliers for the best possible rates;

* Liaising with head office and financial services providers;

* Communicating with other professionals, such as estate agents, solicitors and valuers;

* Keeping up to date with financial products and legislation;

* Producing financial reports;

* Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;

* Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

Ideal candidate for this job will have a minimum of 4 years previous experience in a Financial Planning role,
Applicants MUST hold the level 4 qualification in financial planning

Salary for the role is negotiable and will depend on previous background - up to 35k

Please send CV via the apply link


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