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Senior Paraplanner

4 months ago

Belfast, United Kingdom Brook Street 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.The Senior Paraplanner will work closely and support a team of financial advisors ensuring the highest of standards are met for clients.ResponsibilitiesConducting in-depth reviews of clients financial circumstances, current provision and future aims and objectives whilst analysing informationConducting research and preparing reports best suited to the individual clients requirements covering all areas of advice.Implementing reviews to regularly assess continued suitability of investment strategy and to action changes as required.Research and creation of investment and pension recommendation reports.Supporting the ongoing client relationship.Assessment of individual client circumstances.Drafting and proposing financial solutions to meet client goals, needs and objectivesEssential CriteriaDiploma Level Qualified5+ years of experience in financial advisory and financial planning workPrevious experience of working as a paraplanner and proven track record of meeting annual sales targetsHigh level of confidence and ability with sales and presentational skillsDrive and motivation to deliver and exceed business targetsEagerness to learn and develop skills and knowledge continuallyFull driving licence and access to own transport.Salary will depend on background and experience - 35-40KPlease send CV to Colleen Farquharson via the apply link