Suitability Report Writer

4 days ago


Belfast, United Kingdom Brook Street Recruitment Full time

Our client, a leading Financial Services company in Belfast, is seeking a skilled Paraplanner to join their team. This is an excellent opportunity for someone looking to progress their career in Financial Services.

Salary:

The salary for this role will be dependent on the successful candidate's skills and experience, estimated at around £38,000-£48,000 per annum.

About the Role:

  • Preparation of suitability reports and letters that meet compliance requirements.
  • Collation and interpretation of client information to develop suitable strategies.
  • Production of high-quality reports and presentations that meet client expectations.
  • Management of client queries and provision of excellent customer service.
  • Ensuring all work is completed to a high standard and meets regulatory requirements.

Requirements:

  • Level 4 qualification or higher.
  • At least 4 years' experience in a similar role.
  • Excellent knowledge of financial planning products and services.
  • Strong analytical and communication skills.
  • Ability to work independently and as part of a team.


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