Suitability Report Writer
4 days ago
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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