Paraplanner

Are you an experienced Paraplanner who enjoys producing high-quality, technically robust work and being a trusted partner to advisers? If you're looking for a role where your expertise is genuinely valued - not just a back-office function - this could be your next move.

Brook Street Recruitment is working on behalf of a well-established and highly regarded Financial Services firm based in Belfast City Centre, who are seeking an Experienced Paraplanner to join their growing team.

This is an excellent opportunity to work in a professional, supportive environment where quality, compliance and client outcomes come first.

The Role

As Paraplanner, you will play a key role in supporting advisers and shaping client outcomes by delivering accurate, compliant and well-structured advice documentation.

Your responsibilities will include:

• Preparing high-quality, compliant suitability reports and client correspondence within agreed timescales
• Analysing and interpreting client information to help develop appropriate financial planning strategies
• Producing detailed suitability reports and client presentations
• Managing client queries with accuracy, professionalism and attention to detail
• Ensuring all work meets FCA and internal compliance standards and is fully documented
• Conducting business in a responsible, compliant manner in line with legislative and regulatory requirements
• Maintaining continuous professional development to meet regulatory standards and personal growth goals

Essential criteria:

• Level 4 Diploma qualified with a minimum of 4 year's para planning experience
• Strong technical knowledge across financial planning products
• Excellent understanding of investments, pensions, savings and protection
• In-depth knowledge of suitability report requirements, structure and compliance standards
• Exceptional attention to detail and strong organisational skills
• Highly developed written, verbal and analytical communication skills
• Proficient in Microsoft Word, Excel and related software
• Solid understanding of industry regulations, standards and business processes

Benefits

• Competitive salary (dependent on experience - discussed on application)
• Pension scheme
• Central Belfast location with easy access to transport and amenities
• A professional, collaborative environment where your expertise is recognised

If you're an experienced Paraplanner ready to take the next step in your career, we'd love to hear from you.

Please send your CV to Colleen Farquharson via the apply link.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.