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Job Description

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Financial Services client located in Belfast.

The client provides a comprehensive range of financial planning and investment management services for their clients in Northern Ireland.

Key Responsibilities

As a Paraplanner you will already have a broad understanding of the core Financial Planning solutions
Research & preparing advice for firm clients in line with their needs & requirements.
Assisting the financial planning team to advise & recommend suitable financial planning solutions.
Responsible for & managing work flow.
Preparing client documentation in a timely & accurate manner in-keeping with client deadlines.


Minimum of 4 years Paraplanning experience
Confident pro-active self-starter with a can-do attitude, who can work on their own initiative and meet tight deadlines.
Must have demonstrable knowledge of protection, pensions, investments.
Proficient data analytic and advanced Excel, Word capability and PowerPoint
Strong organisational, communication and interpersonal skills

Salary will depend on background

If interested - please send CV via the apply link

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