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Senior Paraplanner

  • Location:


  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £35000 - £45000 per annum

  • Contact:


  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Startdate:


Job Description

Brook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team.

The Senior Paraplanner will work closely and support a team of financial advisors ensuring the highest of standards are met for clients.


  • Conducting in-depth reviews of clients financial circumstances, current provision and future aims and objectives whilst analysing information
  • Conducting research and preparing reports best suited to the individual clients requirements covering all areas of advice.
  • Implementing reviews to regularly assess continued suitability of investment strategy and to action changes as required.
  • Research and creation of investment and pension recommendation reports.
  • Supporting the ongoing client relationship.
  • Assessment of individual client circumstances.
  • Drafting and proposing financial solutions to meet client goals, needs and objectives

Essential Criteria

  • Diploma Level Qualified
  • 5+ years of experience in financial advisory and financial planning work
  • Previous experience of working as a paraplanner and proven track record of meeting annual sales targets
  • High level of confidence and ability with sales and presentational skills
  • Drive and motivation to deliver and exceed business targets
  • Eagerness to learn and develop skills and knowledge continually
  • Full driving licence and access to own transport.

Salary will depend on background and experience - 35-40K

Please send CV to Colleen Farquharson via the apply link

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