About the Role
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.
Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered
Responsibilities
Provide Administration support to the Financial Advisers
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
Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered
Responsibilities
Provide Administration support to the Financial Advisers
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
Ready to Apply?
Submit your application today and take the next step in your career journey with Brook Street.
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