Are you an experienced Paraplanner who enjoys producing high-quality, technically robust work and being a trusted partner to advisers? If you're looking for a role where your expertise is genuinely valued - not just a back-office function - this could be your next move.
Brook Street Recruitment is working on behalf of a well-established and highly regarded Financial Services firm based in Belfast City Centre, who are seeking an Experienced Paraplanner to join their growing team.
This is an excellent opportunity to work in a professional, supportive environment where quality, compliance and client outcomes come first.
The Role
As Paraplanner, you will play a key role in supporting advisers and shaping client outcomes by delivering accurate, compliant and well-structured advice documentation.
Your responsibilities will include:
1. Preparing high-quality, compliant suitability reports and client correspondence within agreed timescales
2. Analysing and interpreting client information to help develop appropriate financial planning strategies
3. Producing detailed suitability reports and client presentations
4. Managing client queries with accuracy, professionalism and attention to detail
5. Ensuring all work meets FCA and internal compliance standards and is fully documented
6. Conducting business in a responsible, compliant manner in line with legis...