Financial Services Expert

3 days ago


Belfast, United Kingdom Brook Street Recruitment Full time

Established Wealth Management firm in Belfast is seeking a skilled Paraplanner to join their team. This role involves contributing to company strategy, goals, and objectives by maximising business development opportunities within the financial services market.

Key Responsibilities:

  • Preparing and maintaining client files
  • Implementing recommendations based on thorough analysis of client needs
  • Assisting financial advisors in delivering a service to clients

Requirements:

  • Level 4 qualification in Financial Services or equivalent experience
  • At least 3 years of experience in financial services
  • Strong understanding of financial planning products and industry knowledge

This is an exciting opportunity for a motivated individual to progress their career in financial services. The salary range for this position is £30k-£35k depending on experience.



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