Paraplanner

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our East Belfast client.
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
Please note that applicants must have worked for a Financial Services company - the clienht is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered
Responsibilities

• Provide Administration support to the Financial Advisor
• Organising client files for meetings, preparation of valuations and product research
• Submission of new business applications, monitoring through to completion
• Ability to process Pension transfers and replacement business
• Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes
• Prepare draft suitability reports for clients
• Lia...

Ready to Apply?

Submit your application today and join our talented team at Brook Street UK.