Wealth Management Paraplanner | Client-Focused Admin

Brook Street UK; Newtownabbey; On-site; GBP 29,000 - 42,000; Full time

Job summary

Brook Street (UK) Limited is delighted to be assisting a Belfast client in recruiting a Paraplanner. The role requires direct experience within a Financial Advisor/Wealth management practice and a solid understanding of investments, pensions and protection products.

You will provide administration support to the Financial Advisor, organise client files for meetings, prepare valuations and research, and manage applications through to completion while maintaining AML and compliance standards.

Qualifications

• 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

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

Education

Diploma in Financial Services

Job description

Brook Street (UK) Limited is delighted to be assisting a Belfast client in recruiting a Paraplanner. The role requires direct experience within a Financial Advisor/Wealth management practice and a solid understanding of investments, pensions and protection products.

You will provide administration support to the Financial Advisor, organise client files for meetings, prepare valuations and research, and manage applications through to completion while maintaining AML and compliance standards.