Paraplanner / Financial Services Admin
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Location:
Belfast
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Sector:
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Job type:
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Salary:
Up to £25000 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/296170_1572868115
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Published:
over 4 years ago
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Expiry date:
4/12/2019
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Startdate:
ASAP
Job Description
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.
Our client in a well-known financial services organisation who have been in operation for a number of years and they are located close to Belfast city centre.
Responsibilities
* Provide Administration support to the Financial Advisor
* Organising client files for meetings, preparation of valuations and product research
* Submission of new business applications, monitoring through to completion
* Ability to process Pension transfers and replacement business
* Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes
* Prepare draft suitability reports for clients
* Liaising with clients and professional bodies
* Managing/updating business pipeline and all client files
* Organising appointment diary and advisor meetings
* General Administration duties
* Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements
Criteria / Previous experience:
* Have worked within a Financial Advisor practice for at least 3 years
* Knowledge of investments, pensions and protection products
* Achieved or working towards Diploma level Financial Services qualifications
Salary will depend on background up to £25,000 plus benefits
Please send CV via the link
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