Financial Services Paraplanner
6 hours ago
Brook Street Recruitment is delighted to be working with our Belfast client who are an established Wealth Management firm -
They are seeking to recruit a Paraplanner for their Belfast based team to contribute to company strategy, goals, and objectives by maximising business development opportunities within the financial services market, ensuring the right offering for the client is presented at all times. Consider current and future allocation of assets for investment strategy with regard to client risk profile
Establish and build strong relationships with clients, and attend client meetings with Financial Advisor if required
Provide administrative and technical support to the financial planning / specialist advisers, the Directors and other colleagues within the company.
Level 4 qualified is preferred but the client will look at entry level
Applicants would ideally possess at least 3 years financial services experience
Able to demonstrate a good understanding of financial planning products, as well as technical and industry knowledge
Possess at least 5 GCSE`s, including Maths and English
Basic Salary £30k-£35k depending on experience
Exam and mentor support to progress to financial adviser role
Hybrid Working
Salary depending on experience
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