Paraplanner / Financial Services Admin

Posted by Brook Street UK on 04/11/2019 (11:48)

Belfast, County Antrim
04/11/2019 (11:48)
Brook Street UK

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.

Our client in a well-known financial services organisation who have been in operation for a number of years and they are located close to Belfast city centre.


* 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
* Liaising with clients and professional bodies
* Managing/updating business pipeline and all client files
* Organising appointment diary and advisor meetings
* General Administration duties
* Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements

Criteria / Previous experience:

* Have worked within a Financial Advisor practice for at least 3 years
* Knowledge of investments, pensions and protection products
* Achieved or working towards Diploma level Financial Services qualifications

Salary will depend on background up to £25,000 plus benefits

Please send CV via the link

Start Date:
Contract Length:
Job Reference:
Job ID:
Less than 10

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