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Senior Paraplanner

Job Type
6 Sep 2022

Brook Street is delighted to be working on behalf of our Belfast client who are keen to recruit a Senior Paraplanner to assist and train junior members of staffThey are looking for someone with a considerable amount of paraplanning experience and preferably a bit of quality assurance or compliance background also.The candidate hired would provide training and support for the below activities. Legacy Asset Transfer analysis Product analysis Valuations Projections Charts and fund fact sheets Quotes & illustrations Application forms Dealing with providers File Preparation Meeting Preparation Valuations Adviser sales figures Adviser case handovers Fund switching Wrap Management Preparing withdrawals & surrenders Suitability reports Fact finds Business submission Fees and commissions. Construction of Suitability reports. KYC update Attending training sessionsFor any candidate who is applying outside of Openwork, there will be a considerable amount of systems training required before you can start the role, probably at least 6 months, so the salary would be adjusted depending on experience of the candidate.CRITERIA Must have a minimum of Level 4 qualification 10+ years experience of paraplanning Experience of preparing advice across investment, inheritance tax, protection, and retirement planning Ability to work independently and within a team environment For the ideal candidate the salary would be circa £35- £45k plus benefits (DIS, pension, health scheme) for 35 hours per weekPlease send CV via the link

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  • Job Reference: 705431094-2
  • Date Posted: 6 September 2022
  • Recruiter: Brook Street
    Brook Street
  • Location: Ireland
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent