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Paraplanner / Financial Services Admin

  • Location:

    Belfast, County Antrim

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Colleen

  • Contact email:

    colleen.farquharson@brookstreet.co.uk

  • Job ref:

    BEL/295468_1558542068

  • Published:

    about 1 month ago

  • Expiry date:

    21/06/2019

  • 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 Services 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 £20,000 to £25,000 plus benefits

Please send CV via the link

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