Senior Paraplanner
1 month ago
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.
Responsibilities
- Conducting in-depth reviews of clients financial circumstances, current provision and future aims and objectives whilst analysing information
- Conducting 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 objectives
Essential Criteria
- Diploma Level Qualified
- 5+ years of experience in financial advisory and financial planning work
- Previous experience of working as a paraplanner and proven track record of meeting annual sales targets
- High level of confidence and ability with sales and presentational skills
- Drive and motivation to deliver and exceed business targets
- Eagerness to learn and develop skills and knowledge continually
- Full driving licence and access to own transport.
Salary will depend on background and experience - 35-40K
Please send CV to Colleen Farquharson via the apply link
JBRP1_UKTJ
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