https://jobs.co.uk/job/paraplanner-brook-street--90f426c5-7355-4efc-bdc0-907c67cafb4b RSS feed for Paraplanner at Brook Street. en-gb Tue, 02 Jun 2026 16:07:29 GMT https://jobs.co.uk/job/paraplanner-brook-street--90f426c5-7355-4efc-bdc0-907c67cafb4b https://jobs.co.uk/job/paraplanner-brook-street--90f426c5-7355-4efc-bdc0-907c67cafb4b Tue, 02 Jun 2026 11:52:34 GMT Location: City | Salary: 38000.00-38000.00 Annual | Type: Permanent | Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered Responsibilities Provide Administration support to the Financial Advisers Organising client files for meetings, preparation of valuations and product research Submission of new business applications, monitoring through to completion Ability to process Pension transfers and replacement business Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes Prepare draft suitability reports for clients Liaising with clients and professional bodies Managing/updating business pipeline and all client files Organising appointment diary and advisor meetings General Administration duties Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements Criteria / Previous experience: Must have worked within a Financial Advisor/ Wealth management practice for at least 3 years Have level 4 qualification or be working towards it Know... Permanent