Compliance Reporting Coordinator

1 week ago


Belfast, United Kingdom Brook Street Recruitment Full time
Job Summary
We are seeking an experienced Paraplanner to join our team in Belfast. As a key member of the team, you will be responsible for preparing accurate and compliant suitability reports and letters within target deadlines.

In this role, you will work closely with the client to understand their needs and provide tailored solutions. You will also be responsible for managing client queries, ensuring accurate and thorough responses, and ensuring all client work adheres to compliance regulations and is supported by relevant documentation.

The estimated salary for this role is £42,000 - £58,000 per annum, depending on the successful candidate's skills and experience. The company also offers a discretionary bonus and pension scheme.

Responsibilities
* Prepare accurate and compliant suitability reports and letters within target deadlines
* Collaborate with the client to understand their needs and provide tailored solutions
* Manage client queries ensuring accurate and thorough responses

Requirements
* Level 4 qualification in financial planning
* At least 4 year's experience in financial planning products
* Excellent knowledge of retail investment, savings, pension, and protection products


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