£35000 - £42000 per annum
27 days ago
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Financial Services client located in Belfast.
The client provides a comprehensive range of financial planning and investment management services for their clients in Northern Ireland.
They value their employees as much as their clients and they are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values.
They located in the city centre and are close to all public transport. Free access to their on site gym, and impressive social calendar are just some of the unique benefits that employees can enjoy while working for this client
Performance related bonuses, generous pension contributions and investment in further education demonstrate the value that they place in developing and rewarding their staff.
As a Paraplanner you will already have a broad understanding of the core Financial Planning solutions and you will have the opportunity to build your knowledge through exposure to complex client circumstances. You will produce robust financial plans and analytic information.
Assist the Wealth Managers in recommending suitable investment and retirement planning solutions to meet a client`s needs within their agreed risk tolerance
Research and prepare advice on protection products to meet specific client needs
Produce clear, accurate and detailed reports for clients that meet both internal quality standards and external regulatory standards
Act as First Line of Defence, raising issues that may impact the client/company
Be responsible for managing and planning work flow
Interpret data and agree actions following Wealth Manager/client meetings
Work closely with administrators/colleagues, in a team environment, to ensure timely and accurate implementation of agreed actions arising from client meetings
Develop relationships with product providers to facilitate the smooth processing of new business
Provide technical support to other members of the team with a view to mentoring and developing junior talent
Prepare timely and accurate information and documentation to ensure client reviews and valuations are delivered within agreed time frames
Have a `client first` approach to all that you do as our clients` success is our success
Maintain a positive working relationship with internal and external stakeholders and communicate in a friendly, confident and professional manner
Must be working towards Chartered status, ideally already Level 6 qualified
A minimum of 4 years Paraplanning experience
Confident pro-active self-starter with a can-do attitude, who can work on their own initiative and meet tight deadlines.
Have and be able to demonstrate detailed knowledge of protection, pensions, investments and estate planning
Proficient data analytic and advanced Excel, Word capability and PowerPoint
Strong organisational, communication and interpersonal skills
Should be a strong team player that understands success is achieved together
If interested - please send CV via the apply link