Paraplanner

Brook Street Recruitment is working on behalf of a well-established East Belfast client to recruit an experienced paraplanner to join a growing, forward-thinking advice team.

The Role

This is not a traditional, back-office paraplanning position.
You will play a central role in the advice process - shaping recommendations, improving report quality, and working closely with advisers to deliver clear, compliant, and client-focused outcomes.

This is a hands-on role with real ownership and influence. While AI tools are used to support drafting and efficiency, your expertise, judgement, and attention to detail will define the final output.

Key Responsibilities

• Take full ownership of the structure, clarity, and quality of suitability reports
• Review and challenge adviser recommendations to ensure they are suitable, consistent, and clearly articulated
• Use AI tools to support drafting, summarisation, and quality checks - refining outputs to a high professional standard
• Conduct detailed product research across pensions and investment solutions
• Act as a key point of contact between advisers and administration teams
• Identify gaps, inconsistencies, and opportunities to improve the advice process

This role sits at the heart of advice delivery, not at the end of it.

About You

This role is best suited to an experienced paraplanner who:

• Is confident taking ownership and working with autonomy
• Brings strong technical knowledge and sound professional judgement
• Enjoys improving processes and raising standards
• Wants to play an active role in shaping advice outcomes rather than simply documenting them

Experience & Qualifications

We are flexible on background but looking for demonstrable capability. You will likely have:

• Experience working within a UK IFA / financial planning environment
• Strong understanding of FCA suitability requirements
• Proven ability to review, challenge, and enhance suitability reports
• Experience across pensions and investments
• Level 4 Diploma qualified (or close to completion)

Package & Benefits

• Salary up to -45,000 depending on experience
• Ongoing exam support and CPD
• Office-based role in East Belfast
• Opportunity to shape and develop the paraplanning function as the business evolves

What This Role Is Not

• Not a junior or entry-level position
• Not a pure administration or report-writing role
• Not a narrowly defined or process-driven remit

Summary

This is an opportunity for an experienced paraplanner who wants to be trusted, influential, and fully involved in the advice process - someone motivated by improving quality, clarity, and client outcomes.

To apply, please submit your CV via the link or contact Colleen Farquharson at Brook Street Recruitment.

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

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