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Paraplanner

2 weeks ago

Ireland, United Kingdom Brook Street Full time

Brook Street Recruitment is working with our Belfast client to recruit an experienced Paraplanner to join their team
Main duties and Responsibilities:

- Working as part of a team alongside the Financial Advisors to provide Paraplanning support
- Preparing suitability reports for Pensions and Investment products
- Liaising with a variety of Product Providers, Solicitors and Lenders, obtaining all requested information in a timely and efficient manner
- Undertaking research to identify potential solutions to meet the client's needs and objectives
- Working collaboratively with both the Financial Planners, and other Financial Support Staff to deliver wider business goals and team objectives

Skills and Experience required:

- You should have a minimum of 3-4 year's experience working in a Paraplanning role
- Experienced with completing portfolio valuations, suitability letters and dealing with a variety of financial providers daily.
- Must be Level 4 Diploma qualified

In return you will get:

- Work for a company who truly value their staff
- A highly competitive salary
- Excellent benefits
- Study support and full payment of further examinations that you may wish to take