Financial Services Coordinator
4 hours ago
Brook Street UK is seeking an experienced Paraplanner to join our client's Belfast-based team. As a key member of the wealth management firm, you will contribute to business development opportunities within the financial services market. Your primary focus will be on ensuring clients receive tailored solutions that meet their needs.
About the Role:
This is a fantastic opportunity for a motivated individual to progress in their career. As a Paraplanner, you will work closely with Financial Advisors and Directors to provide administrative and technical support. Your responsibilities will include building strong relationships with clients, attending meetings, and contributing to company strategy and objectives.
Requirements:
To be successful in this role, you will possess a good understanding of financial planning products and have a solid foundation in technical and industry knowledge. A Level 4 qualification or equivalent is preferred, but not essential. You will also need at least 3 years of experience in the financial services sector and hold a minimum of 5 GCSEs, including Maths and English.
What We Offer:
In return for your expertise, our client offers a competitive salary range of £30,000-£35,000 depending on experience. Additionally, they provide exam and mentor support to help you progress to a Financial Adviser role. The hybrid working model allows for flexibility and work-life balance.
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