Newtownabbey
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 Please send CV to Colleen Farquharson via the link #NIT2 Brook Street NMR is acting as an Employment Agency in relation to this vacancy. JBRP1_UKTJ