Paraplanner
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Sector:
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Job type:
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Salary:
Up to £35000 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/298252_1630595459
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Published:
over 2 years ago
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Expiry date:
14/10/2021
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Startdate:
ASAP
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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