At a Glance
- Tasks: Support Financial Advisors with client files, valuations, and compliance tasks.
- Company: Brook Street (UK) Limited, a leading recruitment agency in Belfast.
- Benefits: Competitive salary based on experience and opportunities for professional growth.
- Other info: Ideal for those pursuing or holding Diploma level Financial Services qualifications.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: 3+ years in financial services with knowledge of investments and pensions.
The predicted salary is between 40500 - 49500 £ per year.
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.
#J-18808-Ljbffr
Paraplanner employer: Brook Street
Join a dynamic and supportive team at a leading higher education institution in Bath, where your skills as a Digital Print Assistant will be valued and nurtured. With a focus on professional development and a commitment to delivering high-quality work, you'll enjoy a collaborative work culture that prioritises customer service and excellence. This role offers the unique advantage of working in an educational environment, providing opportunities for growth and learning while contributing to meaningful projects.
