Paraplanner - Belfast
The rewards
- Salary dependent on background and experience
The role of Paraplanner:
- Provide administration support to the Financial Advisers
- Organising client files for meetings, preparation of valuations and product research
- Submission of new business applications, monitoring through to completion
- 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 and updating business pipeline and all client files
- Organising appointment diary and adviser meetings
- General administration duties
- Keeping up to date with knowledge of products and ongoing compliance and anti-money laundering requirements
The ideal Paraplanner:
- Must have worked within a Financial Adviser or Wealth Management practice for at least 3 years
- Level 4 qualification or working towards it
- Knowledge of investments, pensions, and protection products
- Achieved or working towards Diploma level Financial Services qualifications
Applicants must have direct experience working for a Financial Services company. Those from banking or non-financial services backgrounds will not be considered.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
