Financial Planning Assistant
2 weeks ago
The Brook Street Recruitment client is a well-established Wealth Management firm based in Belfast. They are seeking to recruit a Paraplanner to contribute to company strategy, goals, and objectives by maximising business development opportunities within the financial services market.
### Job Description
Key Responsibilities:
- Preparing and maintaining client files
- Preparing and implementing recommendations
- Identifying suitable solutions to meet clients' needs
Benefits:
The successful candidate will receive a basic salary of £32,500 per annum, depending on experience, along with a cash plan and support to progress to a financial adviser role. Hybrid working arrangements will also be available.
### Required Skills and Qualifications:
Essential Requirements:
- Level 4 qualified preferred but will consider entry level candidates
- At least 3 years of experience in financial services
- Demonstrate a good understanding of financial planning products, technical knowledge, and industry expertise
Salary Range:
£30,000 - £35,000 per annum, dependent on experience.
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