Job Description

Brook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team.

The Senior Paraplanner will work closely and support a team of financial advisors ensuring the highest of standards are met for clients.

Responsibilities

• Conducting in-depth reviews of clients financial circumstances, current provision and future aims and objectives whilst analysing information
• Conducting research and preparing reports best suited to the individual clients requirements covering all areas of advice.
• Implementing reviews to regularly assess continued suitability of investment strategy and to action changes as required.
• 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
  
  

Essential Criteria

• Diploma Level Qualified
• 5+ years of experience in financial advisory and financial planning work
• Previous experience of working as a paraplanner and proven track record of meeting annual sales targets
• High level of confidence and ability with sales and presentational skills
• Drive and motivation to deliver and exceed business targets
• Eagerness to learn and develop skills and knowledge continually
• Full driving licence and access to own transport.

Salary will depend on background and experience - 35-40K

Please send CV to Colleen Farquharson via the apply link