Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. The following information provides an overview of the skills, qualities, and qualifications needed for this role. 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 xrnqpay 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.
Paraplanner in Castlereagh employer: Brook Street UK
As a Housing Estates Officer in Plymouth, you will join a supportive and dynamic team dedicated to enhancing community living. Our company prioritises employee growth through ongoing training and offers a flexible hybrid working model that promotes work-life balance. With a commitment to your professional development and a collaborative work culture, we provide a rewarding environment where you can make a meaningful impact in the community.
