Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Paraplanner

Antrim
Brook Street
Posted: 7 November
Offer description

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 documentationPrepare 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 - negotiablePlease send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Telesales agent
Antrim
Brook Street
Telesales agent
Similar job
Financial services administrator
Antrim
Brook Street
Financial services administrator
Similar job
Freight forwarder
Belfast
Brook Street
£30,000 a year
See more jobs
Similar jobs
Brook Street recruitment
Brook Street jobs in Antrim
jobs Antrim
jobs Antrim
jobs Northern Ireland
Home > Jobs > Paraplanner

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save