Job Description
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our East Belfast client.
Please note that applicants must have worked for a Financial Services company - the clienht is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered
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 m...
Please note that applicants must have worked for a Financial Services company - the clienht is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered
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 m...