PARAPLANNER / TRAINEE ADVISER
- Recruiter
- Reed Insurance
- Location
- Belfast
- Salary
- 35000.00 GBP Annual
- Posted
- 10 Aug 2018
- Closes
- 16 Aug 2018
- Sectors
- Business Opportunities
- Contract Type
- Permanent
- Hours
- Full Time
My client, a leading Belfast Wealth Management firm, has an exciting opportunity for a Paraplanner / Trainee Financial Adviser to join their organisation. This is an excellent opportunity for someone working as a Paraplanner to take the first steps into an Advisory role.
*Please note you must hold your Level 4 Diploma to apply for this role.*
Role Responsibilities:
• Providing Financial Advice where required.
• Technical support across the full range of financial planning & the composing of advice
• Ability to seek out relevant data from a range of sources and identify, analyse and interpret situations, issues and problems logically.
• Prepare Recommendation & Suitability Reports in an accurate and compliant manner
• Meeting preparation delivered to Adviser by agreed deadline
• Researching solutions, analyse portfolios, funds etc
• To be a point of contact for clients
• Seek/identify further business opportunities
• Understand and practice the compliance rules of the FCA
• Provide high quality of service to clients
• Apply time management by prioritising work to ensure deadlines are achieved
• Assist with the training and development of others
To apply for this role, please email your CV to .
Reed Specialist Recruitment Limited is an employment agency and employment business
*Please note you must hold your Level 4 Diploma to apply for this role.*
Role Responsibilities:
• Providing Financial Advice where required.
• Technical support across the full range of financial planning & the composing of advice
• Ability to seek out relevant data from a range of sources and identify, analyse and interpret situations, issues and problems logically.
• Prepare Recommendation & Suitability Reports in an accurate and compliant manner
• Meeting preparation delivered to Adviser by agreed deadline
• Researching solutions, analyse portfolios, funds etc
• To be a point of contact for clients
• Seek/identify further business opportunities
• Understand and practice the compliance rules of the FCA
• Provide high quality of service to clients
• Apply time management by prioritising work to ensure deadlines are achieved
• Assist with the training and development of others
To apply for this role, please email your CV to .
Reed Specialist Recruitment Limited is an employment agency and employment business