Paraplanner

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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.

Please read the following job description thoroughly to ensure you are the right fit for this role before applying.
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. xbpsjku

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

Apply

Location:: Lisburn
Job Type:: FullTime
Category:: Banking And Financial Services

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