Paraplanner

Virtual Bridges, Inc.; Belfast; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading financial services firm in Belfast is seeking an experienced Paraplanner to prepare compliance reports, manage client objectives, and ensure adherence to regulatory requirements. This full-time position promises opportunities for professional development, making it ideal for individuals with strong analytical, communication, and organizational skills.

Benefits

Discretionary bonus

Pension scheme

Qualifications

• Must have at least 4 years of experience.
• Broad technical knowledge of financial planning products required.
• Strong understanding of compliance regulations.

Responsibilities

• Prepare and manage compliance reports within deadlines.
• Collate and interpret client information for strategy formulation.
• Handle client queries with accurate and thorough responses.

Skills

Analytic skills

Communication

Attention to detail

Organizational skills

Education

Level 4 qualified

Tools

Microsoft Excel

Microsoft Word

Job description

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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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Advice

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