Job Title: Paraplanner
Brook Street (UK) Limited is seeking a skilled Paraplanner to support our Belfast client in the Financial Services industry.
Key Responsibilities:
* Provide administrative support to Financial Advisors, including organizing client files, preparing valuations and product research.
* Submit new business applications and monitor them through to completion.
* Process Pension transfers and replacement business with accuracy.
* Maintain and ensure completeness of client files for compliance purposes.
* Prepare draft suitability reports for clients.
* Liaise with clients and professional bodies.
* Manage and update business pipeline and all client files.
* Organize appointment diaries and advisor meetings.
* Perform general administration duties.
* Stay up-to-date with knowledge of products and ongoing compliance and Anti-money laundering requirements.
Requirements:
* At least 3 years of experience working within a Financial Advisor/Wealth management practice.
* Knowledge of investments, pensions, and protection products.
* Achieved or working towards Diploma level Financial Services qualifications.