Full job description 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

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Brook Street NMR is acting as an Employment Agency in relation to this vacancy.