Paraplanner

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

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

Liaising with clients and professional bodies

Managing/updating business pipeline and all client files

Organising appointment diary and advisor m...