Brook street uk | financial services administrator

Job Description

Brook Street Recruitment is working on behalf of our client in Lisburn to recruit a Financial Services Administrator / Entry level Paraplanner to join their team
The candidate hired will be responsible to support the advisors giving the clients financial planning advice, ensuring the TCF principles are applied and that all internal procedures are being followed.
DUTIES
Assist the advisors providing detailed client recommendations in those areas deemed less technical such as client reviews, protection & cash based investments with all supporting documentation as per the firms internal processes.

1. Updating and recording of fund and product research for internal investment committee, as well as preparing and attending quarterly and adhoc investment committee meetings.
2. Providing support to our firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made
3. Liaising with advisers as appropriate
4. Making sure any updates and reports are issued to clients in a timely manner
5. Preparing recommendations, including:
6. Identifying and discussing areas with the adviser
7. Undertaking relevant research
8. Supporting the Firms investment Committee in agreeing high level preferred investment options for segments of the client base.
9. Preparing documentation to the reviewed by the adviser