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    Senior Paraplanner - Belfast, United Kingdom - Brook Street

    Brook Street
    Brook Street Belfast, United Kingdom

    1 week ago

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    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 Senior Paraplanner for their Belfast based team.

    The Senior Paraplanner will work closely and support a team of financial advisors ensuring the highest of standards are met for clients.

    Conducting in-depth reviews of clients financial circumstances, current provision and future aims and objectives whilst analysing information
    ~ Research and creation of investment and pension recommendation reports.
    ~ Drafting and proposing financial solutions to meet client goals, needs and objectives
    ~ 5+ years of experience in financial advisory and financial planning work
    ~ Full driving licence and access to own transport.

    Salary will depend on background and experience K
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