Financial Services Paraplanner

7 days ago


Belfast, United Kingdom Brook Street UK Full time
Job Description

We are seeking an experienced Paraplanner to join our Financial Services team in Belfast. Key responsibilities include preparing accurate suitability reports and letters, and contributing to client strategy formulation.

  • Prepare accurate and compliant suitability reports and letters within target deadlines.
  • Collate and interpret client information to meet client objectives.
Company Overview

Brook Street UK is a leading recruitment agency providing top talent to the industry. Our team of experts works closely with clients to understand their needs and deliver results-driven solutions.

Salary

The estimated salary for this role is £40,000 - £60,000 per annum, depending on experience.

Required Skills and Qualifications

To be successful in this role, you will require:

  • Strong knowledge of financial services regulations and compliance.
  • Excellent communication and interpersonal skills.
  • Ability to work accurately and efficiently under pressure.
Benefits

We offer a range of benefits, including:

  • Pension scheme.
  • Annual leave entitlement.
  • Ongoing training and development opportunities.


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