https://jobs.co.uk/job/paraplanner-brook-street--aa588f63-d9fa-485d-9811-722af84b0867 RSS feed for Paraplanner at Brook Street. en-gb Mon, 22 Jun 2026 08:00:10 GMT https://jobs.co.uk/job/paraplanner-brook-street--aa588f63-d9fa-485d-9811-722af84b0867 https://jobs.co.uk/job/paraplanner-brook-street--aa588f63-d9fa-485d-9811-722af84b0867 Sat, 20 Jun 2026 11:51:46 GMT Location: City | Salary: 347000.00-347000.00 Annual | Type: Permanent | Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our East Belfast client.Please note that applicants must have worked for a Financial Services company - the clienht is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered Responsibilities Provide Administration support to the Financial Advisor 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: Have worked within a Financial Advisor/ Wealth management practice for at least 3 years Knowledge o... Permanent