Salary
£37,000
About the Role
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.
Please note that applicants must have worked for a Financial Services company - the client is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered
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/ Wealth management 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 and be relevant to experience
Please send CV to Colleen Farquharson via the link
#NIT2
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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