Financial Planning Expert

2 weeks ago


Belfast, United Kingdom Brook Street Full time

Brook Street Recruitment is acting as an Employment Agency in relation to this vacancy for a Paraplanner.

About the Role

In this exciting opportunity, you will be responsible for preparing accurate and compliant suitability reports and letters within target deadlines. Your key duties will include collating and interpreting client information to contribute to the formulation of suitable strategies to meet client objectives. You will also produce compliant and detailed client suitability reports and presentations, manage client queries, and ensure all client work adheres to compliance regulations and is supported by relevant documentation.

About You
  • You must be Level 4 qualified with at least 4 year's experience in financial planning products.
  • You should have excellent knowledge of retail investment, savings, pension and protection products.
  • You are expected to have highly developed analytic, observational, written and verbal communication skills.
  • You should possess strong understanding of industry standards and business processes.
  • You must be proficient with using various software packages, such as Microsoft Excel and Word.
What We Offer

The successful candidate can expect a salary between £35,000 and £50,000 per annum, depending on their skills and experience. In addition, they will be entitled to a discretionary bonus and access to a pension scheme. If you are interested in this role, please send your CV via the apply link.



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