Paraplanner
- Recruiter
- Brook Street
- Location
- Belfast, Northern Ireland
- Salary
- £20,000 per annum
- Posted
- 20 Mar 2019
- Closes
- 22 Mar 2019
- Ref
- 1091475251
- Job role
- Accountant
- Sector
- Accounting - Public practice
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.
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 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 £20,000 to £25,000 plus benefits
Please send CV via the link
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.
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 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 £20,000 to £25,000 plus benefits
Please send CV via the link