- Working as part of a team alongside the Financial Advisors to provide Paraplanning support
- Preparing suitability reports for Pensions and Investment products
- Liaising with a variety of Product Providers, Solicitors and Lenders, obtaining all requested information in a timely and efficient manner
- Undertaking research to identify potential solutions to meet the client`s needs and objectives
- Working collaboratively with both the Financial Planners, and other Financial Support Staff to deliver wider business goals and team objectives
- Must have a minimum of a Level 4 Diploma - paraplanning experience
- Minimum of 3-4 years` experience working in a Paraplanning role
- Experience of completing portfolio valuations, suitability letters and dealing with financial providers daily.
- Must have experience of producing illustrations and submitting applications
- Able to follow business processes accurately and compliantly either independently or as part of a team
- Work for a company who truly value their staff
- Competitive salary
- Excellent benefits
- Study support and full payment of further examinations that you may wish to take
-
Paraplanner
Found in: SonicJobs Direct Apply UK - 2 days ago
Brook Street UK Belfast, United Kingdom Full timeOur client a prestigious Financial Services firm in Belfast are looking for a Paraplanner to join their private client team. · Responsibilities · Providing effective technical support conducting whole of market research and compiling suitability reports · You will provide full ...
-
Senior Paraplanner
Found in: SonicJobs Direct Apply UK - 13 hours ago
Brook Street UK BELFAST, United Kingdom Full timeBrook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team. · The Senior Paraplanner will work closely and support a team of fin ...
-
Paraplanner
Found in: Talent UK 2A C2 - 4 days ago
CMB Recruitment Belfast, United KingdomPARAPLANNER CMB Recruitment are delighted to be working with a leading Financial Services firm based in Belfast, seeking an experienced and qualified Paraplanner. This is an excellent company with strong growth plans and a pleasant working environment and presents a superb opport ...
-
Senior Paraplanner
Found in: Jooble UK O C2 - 1 day ago
Brook Street Belfast, United KingdomBrook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team. · The Senior Paraplanner will work closely and support a team of fi ...
-
Senior Paraplanner
Found in: Talent UK 2A C2 - 4 days ago
Brook Street Recruitment Belfast, United KingdomBrook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team. The Senior Paraplanner will work closely and support a team of finan ...
-
Financial Paraplanner
Found in: Jooble UK O C2 - 1 day ago
Brook Street Belfast, United KingdomOur client a prestigious Financial Services firm in Belfast are looking for a Paraplanner to join their private client team. · You will provide full paraplanning support to the financial advisers and will work closely with our advisers and support teams to research, analyse and ...
-
Financial Planning Associate
Found in: Talent UK 2A C2 - 3 days ago
Artemis Human Capital Belfast, United KingdomAn ambitious and dynamic financial services organisation based in Belfast is seeking to hire a financial planning associate to join their growing team. This is a newly created position within the firm ideally suited to an experienced paraplanner that has the ambition and skill se ...
-
Financial Adviser
Found in: Talent UK 2A C2 - 1 day ago
Accent Financial Planning Limited Craigavon, United KingdomFinancial Adviser An ambitious and dynamic firm is seeking to hire an experienced Independent Financial Adviser to join their growing team. Working closely with senior leadership to help grow the business and retain an existing client base. Clients are at the heart of our service ...
-
Financial Adviser
Found in: Talent UK 2A C2 - 2 days ago
Accent Financial Planning Limited Craigavon, United KingdomFinancial Adviser An ambitious and dynamic firm is seeking to hire an experienced Independent Financial Adviser to join their growing team. Working closely with senior leadership to help grow the business and retain an existing client base. Clients are at the heart of our service ...
Paraplanner - Belfast, United Kingdom - Brook Street UK
Description
Brook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Paraplanner for their Belfast based team
The Paraplanner hired will work closely and support a team of financial advisors ensuring the highest of standards are met for clients.
With a staff team of 25 advisers and support staff, our client is one of Openworks top 50 wealth management firms with quality scores to match.
The client is looking for people who have attention to detail, are client centric and who are forward thinking to join their growing support team. They have fun while we work, and they combine social and professional when it comes to spending time together.
If you have 3-5 years, 5- 10years or year`s experience then they may have a role suited to you and where you are at now in your career.
Main duties and responsibilities:
Criteria:
In return you will:
Please send CV to Colleen Farquharson via the apply link
