Suitability Report Specialist

1 week ago


Belfast, United Kingdom Brook Street Uk Full time

Job Summary:

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We are seeking an experienced Paraplanner to join our client's team in Belfast. As a key member of the team, you will play a critical role in ensuring the delivery of high-quality suitability reports and client service.

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Key Responsibilities:

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The successful candidate will be responsible for preparing suitability reports, managing client queries, and maintaining accurate records. They will also contribute to the development of new business opportunities and work closely with the sales team to ensure seamless client service.

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Requirements:

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Candidates should have a strong background in financial planning products, excellent communication skills, and the ability to work accurately and efficiently under pressure. A Level 4 qualification with at least 4 years' experience is essential for this role.

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What We Offer:

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In addition to a competitive salary, we offer a discretionary bonus and access to a pension scheme. Our client is committed to providing a supportive and collaborative work environment that allows employees to grow and develop their careers.



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