Paraplanner

3 weeks ago

Belfast, United Kingdom Brook Street Full time

Our 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 paraplanning support to the financial advisers and will work closely with our advisers and support teams to research, analyse and compile Financial Planning reports.Required Experience* Have obtained or working towards Level 4 Diploma in Financial Planning * Have extensive previous experience of working as a Paraplanner * An understanding of the financial planning process with at 3 years relevant industry experience * Experience in writing detailed and analytic suitability reports * The ability to carry out complex analysis around Pensions, Investments & Life products* Reviews of client reports providing advisors with regular updates * Excellent knowledge of research tools and cash flow modelling Fantastic salary and company benefits package on offer with a fantastic working environment. This is a great opportunity to join a leading financial planning firm with the potential to grow and advance in your career. If you are interested in this position, please send your CV to Colleen Farquharson via the link

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    1 month ago

    Belfast, United Kingdom Brook Street UK Full time

    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...

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    3 weeks ago

    Belfast, United Kingdom Brook Street UK Full time

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  • Paraplanner

    2 months ago

    Belfast, United Kingdom Brook Street UK Full time

    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 teamThe 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...

  • Paraplanner

    2 months ago

    Belfast, United Kingdom Brook Street UK Full time

    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 teamThe 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...

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    1 week ago

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    1 week ago

    Belfast, United Kingdom Brook Street Full time

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    2 months ago

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    1 month ago

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    2 months ago

    Belfast, United Kingdom Brook Street Full time

    Our 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 paraplanning support to the financial advisers and will work closely with our advisers...

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    3 weeks ago

    Belfast, United Kingdom Brook Street Full time

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    1 week ago

    Belfast, United Kingdom Brook Street Full time

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    2 months ago

    Belfast, United Kingdom Brook Street UK Full time

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    2 months ago

    Belfast, United Kingdom Brook Street UK Full time

    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.All potential candidates should read through the following details of this job with care before making an application.The Senior Paraplanner will...

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    1 week ago

    Belfast, United Kingdom Brook Street Full time

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