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Paraplanner

  • Location:

    Belfast, County Antrim

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £30000 - £40000 per annum

  • Contact:

    Colleen

  • Contact email:

    [email protected]

  • Job ref:

    BEL/299113_1642067072

  • Published:

    12 days ago

  • Expiry date:

    24/02/2022

  • Startdate:

    ASAP

Job Description

Brook Street (UK) Limited is delighted to be recruiting an experienced 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 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 investment strategy and to action changes as required.
* General report writing and production of suitability reports/letters.
* Document chasing
* Processing new business submissions.

Essential Criteria
* A minimum of 3- 4 years experience in a Paraplanner role - this MUST within an IFA or Wealth Management environment.
* Knowledge of pensions and investments would be preferable.
* Must have a Level 4 Qualification
* 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 - Circa 30-40K
* Free car parking
* Progression opportunities within the company

Please apply via the link

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