Job Description Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. n Please note that applicants must have worked for a Financial Services company – the client is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered n Responsibilities n n Provide Administration support to the Financial Advisor n Organising client files for meetings, preparation of valuations and product research n Submission of new business applications, monitoring through to completion n Ability to process Pension transfers and replacement business n Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes n Prepare draft suitability reports for clients n Liaising with clients and professional bodies n Managing/updating business pipeline and all client files n Organising appointment diary and advisor meetings n General Administration duties n Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements n n n Criteria / Previous experience: n n Have worked within a Financial Advisor/ Wealth management practice for at least 3 years n Knowledge of investments, pensions and protection products n Achieved or working towards Diploma level Financial Services qualifications n n n Salary will depend on background and be relevant to experience n Please send CV to Colleen Farquharson via the link n #NIT2 n Brook Street NMR is acting as an Employment Agency in relation to this vacancy. n n JBRP1_UKTJ
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