Paraplanner (BBBH426456) Belfast, Northern Ireland
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company and only those with direct experience will be considered.
Responsibilities
* Provide administrative support to the Financial Advisers
* Organise client files for meetings, preparing valuations and product research
* Submit new business applications and monitor them through to completion
* Process Pension transfers and replacement business
* Accurately input data into systems, maintaining and ensuring completeness of client files for compliance purposes
* Prepare draft suitability reports for clients
* Liaise with clients and professional bodies
* Manage and update the business pipeline and all client files
* Organise appointment diaries and advisor meetings
* Keep up to date with knowledge of products and ongoing compliance and Anti‑money laundering requirements
Qualifications
* Must have worked within a Financial Advisor/Wealth management practice for at least 3 years
* Have a Level 4 qualification or be working towards it
* Knowledge of investments, pensions and protection products
* Achieved or working towards Diploma level Financial Services qualifications
Salary will depend on background and be relevant to experience.
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