Financial Planning Specialist
4 days ago
Brook Street Recruitment is working on behalf of our Financial Services client in Belfast who currently has an exciting opportunity for a skilled Paraplanner to join their team.
Salary:Salary will be dependent on the successful candidate's skills and experience, estimated at around £35,000-£45,000 per annum.
Job Description:
- Prepare accurate and compliant suitability reports and letters within target deadlines.
- Collate and interpret client information and 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.
- Undertake continuous professional development to meet regulatory requirements and personal development needs.
Requirements:
- 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.
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