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Permanent

Paraplanner

City
money-bag 10000-500000 Annual
Posted 2 days ago

Are you a detail-driven Paraplanner who takes pride in producing high-quality, technically sound work? Whether you''re an experienced professional or looking to take the next step in your paraplanning career, this is an opportunity to join a firm where your contribution genuinely matters. Brook Street Recruitment is partnering with a well-established and highly respected Financial Services firm in Belfast who are expanding their team. They are open to considering candidates at different stages of their paraplanning career - from developing professionals to seasoned experts - offering the chance to grow within a supportive, high-performing environment. This is more than a back-office role. You''ll be a trusted partner to advisers, playing a key role in shaping positive client outcomes through accurate, compliant and well-structured advice.The RoleAs a Paraplanner, you will support advisers by delivering high-quality documentation and technical insight that underpins effective financial planning strategies. Key responsibilities include:Preparing clear, compliant suitability reports and client documentation within agreed timescalesAnalysing client information to support tailored financial planning recommendationsProducing detailed reports and client presentationsResponding to client and adviser queries with accuracy and professionalismEnsuring all work aligns with FCA and internal compliance standardsMaintaining accurate documentation in line with regulatory ..... full job details .....

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