Paraplanner

Brook Street Recruitment is working on behalf of our client in East Belfast to recruit an experienced Paraplanner to join their team Key Responsibilities Support Financial Planners with all aspects of client servicing, planning, and review Attend client meetings and assist with technical queries Gather and maintain client data, including accurate compliance and documentation Prepare draft net worth statements, cash flow forecasts, and financial plans Conduct product research, platform analysis, and technical due diligence Write clear, accurate, and compliant suitability reports Liaise with providers and client advisers (legal/tax) as needed Support implementation of recommendations and assist in annual reviews Maintain up to date knowledge of regulatory and market changes Criteria Minimum 2 - 3 years' experience in a Paraplanner role Diploma in Financial Planning (Level 4) - essential Strong technical knowledge of financial planning products and platforms Proficient in Microsoft Office and financial planning software Analytical, detail-oriented, and confident with complex financial data Excellent communicator with strong written and interpersonal skills Able to manage own workload, prioritise effectively, and work independently Benefits Competitive salary and benefits package. Generous holiday allowance. Flexible working hours (office-based core). Funded professional development and qualifications. A collaborative, supportive, and ambitious team culture. Salary will depend on background - negotiable Please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy. TPBN1_UKTJ

Created: 2025-11-06