Job Description
Brook Street Recruitment is delighted to be working with our Belfast client who are an established Wealth Management firm. They are seeking to recruit a Paraplanner for their Belfast-based team to contribute to company strategy, goals, and objectives by maximising business development opportunities within the financial services market, ensuring the right offering for the client is presented at all times. They will be looking to get someone started in this role in Easter 2025.
Responsibilities:
* Preparing and maintaining the client files
* Preparing and implementing recommendations
* Identifying suitable solutions to meet clients' needs
* Considering current and future allocation of assets for investment strategy with regard to client risk profile
* Preparing recommendation reports in accordance with the agreed recommendations
* Establishing and building strong relationships with clients, and attending client meetings with Financial Advisor if required
* Assisting the advisers in delivering a service to our clients in accordance with the service level to which they have subscribed
* Providing administrative and technical support to the financial planning/specialist advisers, the Directors, and other colleagues within the company
Criteria:
* Level 4 qualified is preferred but the client will consider entry-level applicants
* Applicants should ideally possess at least 3 years of financial services experience
* Able to demonstrate a good understanding of financial planning products, as well as technical and industry knowledge
* Follow business processes accurately and compliantly either independently or as part of a team
* Possess at least 5 GCSEs, including Maths and English
Package: Basic Salary £30k-£35k depending on experience, Cash Plan, DIS, Exam and mentor support to progress to financial adviser role, Hybrid Working.
Please send CV to Colleen Farquharson via the link.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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