Paraplanner

Brook Street Recruitment is working on behalf of our Financial Services client in Belfast who currently has an exciting opportunity for an experienced Paraplanner to join their team.


Duties

• Prepare accurate and compliant suitability reports and letters within target deadlines.
• Collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives.
• Production of compliant and detailed client suitability reports and presentations
• Manage client queries, ensuring accurate and thorough responses.
• Ensure all client work adheres to compliance regulations and is supported by relevant documentation.
• Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
• Undertake continuous professional development to meet regulatory requirements and personal development needs

Criteria

• Must be Level 4 qualified with at least 4 year's experience
• Broad technical knowledge and experience in financial planning products.
• Excellent knowledge of retail investment, savings, pension and protection products.
• Highly developed analytic, observational, written and verbal communication skills.
• Strong understanding of industry standards and business processes.
• Excellent knowledge of suitability report content, format and requirements.
• Exemplary attention to detail and strong organisational skills.
• Proficiency with using various software packages, such as Microsoft Excel and Word.

Details of role

• Salary will be dependent on the successful candidate's skills and experience- can be disclosed on application
• Discretionary bonus
• Pension scheme

Please send CV to Colleen Farquharson via the apply link

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