About the Job

Our client is a multi-disciplinary professional services firm. Due to expansion Brightwater are recruiting on their behalf for a paraplanner to join their wealth advisory team with the purpose of providing sales support across a range of products and clients.

§         Working closely with financial advisors to provide a seamless process to ensure optimum client experience

§         Processing new business applications efficiently and in a timely manner, monitoring process and chasing product providers where necessary

§         Take ownership of the sales process, dealing with client and responding to queries where applicable.

§         Reconciling commission payments and keeping records updated

Criteria

§         1-2 years experience of providing paraplanning / support duties within an IFA environment

§         Attention to detail with good written and verbal communication skills

§         Ability to work within a team and have a “can-do” attitude

§         FPC / CeFA qualifications or equivalent

For further information please contact Ruth McDonald on 028 90325325 or e-mail your cv via the link

Brightwater are acting as an employment agency for this role