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Paraplanner
Job Posted: 6 days ago
Salary: £ Competitive
Job Type: Permanent
Location: Belfast, County Antrim
Expire in: 22 days
Job Description
Brook Street Recruitment is working on behalf of our client in East Belfast to recruit an experienced Paraplanner to join their team
Key Responsibilities
Support Financial Planners with all aspects of client servicing, planning, and review
Attend client meetings and assist with technical queries
Gather and maintain client data, including accurate compliance and documentation
Prepare draft net worth statements, cash flow forecasts, and financial plans
Conduct product research, platform analysis, and technical due diligence
Write clear, accurate, and compliant suitability reports
Liaise with providers and client advisers (legal/tax) as needed
Support implementation of recommendations and assist in annual reviews
Maintain up to date knowledge of regulatory and market changes
Criteria
Minimum 2 - 3 years' experience in a Paraplanner role
Diploma in Financial Planning (Level 4) - essential
Strong technical knowledge of financial planning products and platforms
Proficient in Microsoft Office and financial planning software
Analytical, detail-oriented, and confident with complex financial data
Excellent communicator with strong written and interpersonal skills
Able to manage own workload, prioritise effectively, and work independently
Benefits
Competitive salary and benefits package.
Generous holiday allowance.
Flexible working hours (office-based core).
Funded professional development and qualifications.
A collaborative, supportive, and ambitious team culture.
Salary will depend on background - negotiable
Please send CV to Colleen Farquharson via the apply link
Brook Street NMR is acting as an Employment Agency in relation to this vacancyBefore You Apply
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