Financial Planning Specialist

5 days ago


Lisburn, United Kingdom Brook Street Recruitment Full time

At Brook Street Recruitment, we are currently seeking a highly skilled Financial Planning Specialist to join our team. This is a full-time and permanent position based in Lisburn, working with a leading Financial Services firm.

The ideal candidate will have at least 1 year of experience within Financial Planning, Pensions or Investments, with strong numerical and literacy skills. They will also be proficient in Microsoft Packages.

In this role, you will be responsible for providing administrative support to clients, preparing client valuations and application forms, scheduling LOAs to providers, and managing the return of policy documentation.

You will also provide professional customer service to new and existing clients via telephone, email and face to face when required, using financial planning software to create, record and update client records.

This is a fantastic opportunity to develop your knowledge and understanding of any change in legislation and processes that may impact your role. The salary for this position is £25,000 - £35,000 per annum, dependent on experience.



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