Paraplanner

Brook Street UK; Belfast; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency is seeking an experienced Paraplanner to join a financial services client in Belfast. The role involves preparing accurate and compliant suitability reports, collating client information, and contributing to strategy formulation to meet client objectives. Strong experience in these areas is essential.

Qualifications

• Experience in preparing suitability reports.
• Ability to interpret client information and formulate strategies.

Responsibilities

• Prepare accurate and compliant suitability reports and letters within target deadlines.
• Collate and interpret client information and contribute to the formulation of suitable strategies to meet client objectives.

Job description

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 contribute to the formulation of suitable strategies to meet client objectives.