Paraplanner

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 Role

As 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 timescales
• Analysing client information to support tailored financial planning recommendations
• Producing detailed reports and client presentations
• Responding to client and adviser queries with accuracy and professionalism
• Ensuring all work aligns with FCA and internal compliance standards
• Maintaining accurate documentation in line with regulatory requirements
• Supporting a culture of continuous improvement and professional development

Criteria

The client will speak with para-planners at a range of experience levels. You might already be highly experienced, or you could be progressing your career and looking for the right environment to develop further.

You will ideally have:

• Level 4 Diploma qualified (or working towards)
• Previous para planning experience (level considered)
• Strong technical knowledge across financial planning products
• Good understanding of investments, pensions, protection and savings
• Awareness of suitability report standards and compliance requirements
• Excellent attention to detail and organisational skills
• Strong written and verbal communication abilities
• Proficiency in Microsoft Word, Excel and related systems
• A solid understanding of industry regulations and processes

Salary will be depending on experience

Please send CV to Colleen Farquharson via the apply link

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

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