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Wealth Management Paraplanner

Posted 47 minutes 6 seconds ago by Brook Street UK

Permanent
Full Time
Other
County Antrim, Lisburn, United Kingdom, BT274
Job Description

Brook Street (UK) Limited is recruiting a Paraplanner for our Belfast client in the financial services sector. The role requires direct wealth management experience and a hands-on approach to client administration, research, and report preparation.

Applicants should have at least 3 years in a Financial Advisor/Wealth management practice, with knowledge of investments, pensions and protection products. Diploma in Financial Services or progress toward it is expected.

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