Senior Paraplanner

Brook Street Bureau

Antrim

Job DescriptionBrook 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.ResponsibilitiesConducting in-depth reviews of clients financial circumstances, current provision and future aims and objectives whilst analysing informationConducting 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... More Detail

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