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    Senior Paraplanner - Belfast, United Kingdom - Brook Street Recruitment

    Brook Street Recruitment
    Brook Street Recruitment Belfast, United Kingdom

    1 day ago

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    Description

    Wealth Management Company Seeking Senior Paraplanner in Belfast

    Brook Street Recruitment is excited to announce a fantastic opportunity with our Belfast client, a leading wealth management company, currently in search of a Senior Paraplanner to join their team in Belfast.

    Responsibilities:

    • Conducting thorough reviews of clients' financial situations, analyzing information to tailor the best advice
    • Researching and compiling reports customized to individual clients' needs
    • Implementing reviews to ensure investment strategies remain suitable and making necessary changes
    • Creating investment and pension recommendation reports
    • Supporting and maintaining client relationships
    • Assessing unique client circumstances
    • Developing financial solutions to meet client objectives

    Requirements:

    • Diploma Level Qualified
    • 5+ years of financial advisory and planning experience
    • Proven track record as a paraplanner, meeting sales targets
    • Confident with strong sales and presentation skills
    • Driven to exceed business targets
    • Keen on continuous skills and knowledge development
    • Full driving license and own transport

    Salary commensurate with experience. Please apply sending your CV to Colleen Farquharson.

    Skills:

    Paraplanner, Financial Services, Wealth Management, IFA

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