Paraplanner

Brook Street UK • Antrim, NIR, United Kingdom • 2d ago

Job Description

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