Wealth Management Paraplanner

Brook Street UK; Lisburn; On-site; GBP 34,000 - 40,000; Full time

Job summary

Brook Street (UK) Limited is recruiting a Paraplanner for our Belfast client in the financial services sector. The role requires direct wealth management experience and a hands-on approach to client administration, research, and report preparation.

Applicants should have at least 3 years in a Financial Advisor/Wealth management practice, with knowledge of investments, pensions and protection products. Diploma in Financial Services or progress toward it is expected.

Qualifications

• At least 3 years’ experience in a Financial Advisor/Wealth management practice.
• Knowledge of investments, pensions and protection products.
• Diploma level Financial Services qualifications achieved or working towards.

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

Paraplanning

Wealth management

Investments

Pensions

Education

Diploma in Financial Services

Job description

Brook Street (UK) Limited is recruiting a Paraplanner for our Belfast client in the financial services sector. The role requires direct wealth management experience and a hands-on approach to client administration, research, and report preparation.

Applicants should have at least 3 years in a Financial Advisor/Wealth management practice, with knowledge of investments, pensions and protection products. Diploma in Financial Services or progress toward it is expected.