Financial Planning Specialist

3 weeks ago


Belfast, United Kingdom Brook Street Full time

Key Responsibilities:

As a Financial Planning Specialist at Brook Street Recruitment, you will be responsible for preparing accurate and compliant suitability reports and letters within target deadlines. You will also collate and interpret client information to contribute to the formulation of suitable strategies to meet client objectives.

Key Skills:

  • 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

Requirements:

  • Level 4 qualified with at least 4 year's experience
  • Broad technical knowledge and experience in financial planning products

About the Role:

This is an exciting opportunity for an experienced Paraplanner to join the team at Brook Street Recruitment's client in Belfast. The successful candidate will be responsible for producing compliant and detailed client suitability reports and presentations, managing client queries, and ensuring all client work adheres to compliance regulations and is supported by relevant documentation.



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