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- Tasks: Support Financial Advisors with admin tasks, client files, and compliance.
- Company: Join Brook Street, a leading recruitment agency in the financial services sector.
- Benefits: Competitive salary based on experience and opportunities for professional growth.
- Why this job: Gain hands-on experience in wealth management while working in a dynamic environment.
- Qualifications: 3+ years in financial services; diploma-level qualifications preferred.
- Other info: Only candidates with direct financial services experience will be considered.
The predicted salary is between 36000 - 60000 £ per year.
Brook Street Recruitment is working on behalf of our Financial Services client in Belfast who currently has an exciting opportunity for an experienced Paraplanner to join their team. Duties Prepare accurate and compliant suitability reports and letters within target deadlines. Collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives. Production of compliant and detailed client suitability reports and presentations Manage client queries, ensuring accurate and thorough responses. Ensure all client work adheres to compliance regulations and is supported by relevant documentation. Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally Undertake continuous professional development to meet regulatory requirements and personal development needs Criteria Must be Level 4 qualified with at least 4 year\’s experience Broad technical knowledge and experience in financial planning products. Excellent knowledge of retail investment, savings, pension and protection products. Highly developed analytic, observational, written and verbal communication skills. Strong understanding of industry standards and business processes. Excellent knowledge of suitability report content, format and requirements. Exemplary attention to detail and strong organisational skills. Proficiency with using various software packages, such as Microsoft Excel and Word. Details of role Salary will be dependent on the successful candidate\’s skills and experience- can be disclosed on application Discretionary bonus Pension scheme Please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy. Skills: Paraplanner Financial Services Wealth Management IFA41bf1e1f-b16b-4260-a40a-17c77a06fd15
Paraplanner employer: Brook Street Recruitment
Contact Detail:
Brook Street Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your specific experience in financial services, especially if you've worked directly with Financial Advisors or in wealth management. Tailor your conversations to showcase how your background aligns with the responsibilities of a Paraplanner.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums where you can connect with others who may have insights into the role and can refer you to opportunities at Brook Street.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial services, particularly around pensions and investments. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 4
Prepare to discuss specific examples from your previous roles that demonstrate your ability to manage client files, prepare reports, and ensure compliance. Real-life scenarios will make your application stand out.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience specifically in Financial Services. Focus on your roles and responsibilities that align with the Paraplanner position, such as administration support, client file management, and compliance.
Highlight Relevant Experience: Clearly outline your previous roles within a Financial Advisor or Wealth Management practice. Emphasize your knowledge of investments, pensions, and protection products, as well as any relevant qualifications you have achieved or are working towards.
Craft a Strong Cover Letter: Write a cover letter that explains why you are a great fit for the Paraplanner role. Mention your direct experience in Financial Services and how it has prepared you for the responsibilities listed in the job description.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, and that all information is accurate and up to date.
How to prepare for a job interview at Brook Street Recruitment
✨Showcase Your Financial Services Experience
Make sure to highlight your direct experience in the Financial Services sector. Discuss specific roles and responsibilities you've had, especially those related to paraplanning, to demonstrate your suitability for the position.
✨Prepare for Technical Questions
Expect questions about investments, pensions, and protection products. Brush up on your knowledge in these areas and be ready to discuss how you've applied this knowledge in your previous roles.
✨Demonstrate Organizational Skills
Since the role involves managing client files and appointment diaries, be prepared to discuss your organizational strategies. Share examples of how you have successfully managed multiple tasks and maintained compliance in your previous positions.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial advising and compliance. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
