Senior Paraplanner

Brook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team.

The Senior Paraplanner will work closely and support a team of financial advisors ensuring the highest of standards are met for clients.

Responsibilities

Conducting in-depth reviews of clients financial circumstances, current provision and future aims and objectives whilst analysing information
Conducting research and preparing reports best suited to the individual clients requirements covering all areas of advice.
Implementing reviews to regularly assess continued suitability of investment strategy and to action changes as required.
Research and creation of investment and pension recommendation reports.
Supporting the ongoing client relationship.
Assessment of individual client circumstances.
Drafting and proposing financial solutions to meet client goals, needs and objectives

Essential Criteria

Diploma Level Qualified
5+ years of experience in financial advisory and financial planning work
Previous experience of working as a paraplanner and proven track record of meeting annual sales targets
High level of confidence and ability with sales and presentational skills
Drive and motivation to deliver and exceed business targets
Eagerness to learn and develop skills and knowledge continually
Full driving licence and access to own transport.
Salary will depend on background and experience - 35-40K

Please send CV to Colleen Farquharson via the apply link