Paraplanning Support Expert

6 days ago


County Antrim, United Kingdom Brook Street UK Full time £25,000 - £30,000
Key Responsibilities

The successful candidate for this Paraplanning Support Expert position will be responsible for:

  • Supporting the advisors in providing clients with comprehensive financial planning advice.
  • Ensuring the application of TCF principles and adherence to internal procedures.
  • Updating and recording fund and product research for the internal investment committee.
Requirements and Qualifications

Candidates should have:

  • Previous experience working in a financial services or wealth management company.
  • A good understanding and knowledge/awareness of other relevant legislation, including FCA money laundering section of the System and Controls Sourcebook (SYSC), Joint Money Laundering Steering Group (JMLSG) Guidance, and other relevant financial crime legislation.

The estimated salary range for this role is £26,000-£31,000 per annum, based on industry standards and location.


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