Financial advisory support occupations Work, Jobs in Belfast, Ant (with Salaries)

Paraplanner
Brook-St Hiredonline —Belfast
- IT
- Financial services
- Banking
1h
IFA Administrator
Navigate IFA —Belfast
- £28,000 - £31,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Flexitime
Quick apply
Senior Pensions Administrator
Alexander Lloyd —Belfast
- £30,000 - £38,000 a year
- Hybrid work
- Organisational skills
- Communication skills
1d
Technical Administrator - Paraplanner
Brook-St Hiredonline —Comber
9d
Senior Pensions Administrator
Isio Group —Belfast
- Full-time
- Analysis skills
- Mentoring
- Communication skills

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IFA Administrator
Navigate IFA —Belfast
Financial services administration: 2 years (preferred). Working with our financial planning team liaising with advisors and clients to submit new business to…
£28,000 - £31,000 a year
Quick apply

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financial advisory support occupations jobs near belfast, ant

Paraplanner

Brook-St Hiredonline
Belfast

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Job details

Permanent
1 hour ago

Qualifications

Pension
IT
Financial services
Banking

Full job description

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.

Apply Now

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financial advisory support occupations jobs in belfast, ant

Paraplanner

IFA Administrator

Senior Pensions Administrator

Technical Administrator - Paraplanner

Senior Pensions Administrator

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