Brook Street Recruitment is working on behalf of our Financial Services client in Belfast who currently has an exciting opportunity for an experienced Paraplanner to join their team.
Duties
- Prepare accurate and compliant suitability reports and letters within target deadlines.
- Collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives.
- Production of compliant and detailed client suitability reports and presentations
- Manage client queries, ensuring accurate and thorough responses.
- Ensure all client work adheres to compliance regulations and is supported by relevant documentation.
- Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
- Undertake continuous professional development to meet regulatory requirements and personal development needs
Criteria
- Must be Level 4 qualified with at least 4 year's experience
- Broad technical knowledge and experience in financial planning products.
- Excellent knowledge of retail investment, savings, pension and protection products.
- Highly developed analytic, observational, written and verbal communication skills.
- Strong understanding of industry standards and business processes.
- Excellent knowledge of suitability report content, format and requirements.
- Exemplary attention to detail and strong organisational skills.
- Proficiency with using various software packages, such as Microsoft Excel and Word.
Details of role
- Salary will be dependent on the successful candidate's skills and experience- can be disclosed on application
- Discretionary bonus
- Pension scheme
Please send CV to Colleen Farquharson via the apply link
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
