Paraplanner

Brook Street; Antrim; On-site; GBP 30,000 - 42,000; Full time

Job summary

Applicants should have worked in a Financial Services firm for at least 3 years, with knowledge of investments, pensions and protection products, and be on track for a Diploma in Financial Services qualifications. Salary will reflect experience.

Qualifications

• Have worked within a Financial Advisor/ Wealth management practice for at least 3 years.
• Knowledge of investments, pensions and protection products.
• Diploma level Financial Services qualifications or working towards one.

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

Skills

Financial services

Wealth management

Client liaison

Education

Diploma in Financial Services

Job description

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.