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For Companies At a Glance
- Tasks: Prepare client reports and manage queries while ensuring compliance.
- Company: Join a leading Financial Services firm in Belfast with a strong reputation.
- Benefits: Enjoy a competitive salary, discretionary bonuses, and a pension scheme.
- Why this job: Be part of a dynamic team focused on client success and professional growth.
- Qualifications: Must be Level 4 qualified with 4 years' experience in financial planning.
- Other info: Opportunity for continuous professional development and skill enhancement.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
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:
- Preparing high-quality, compliant suitability reports and client correspondence within agreed timescales
- Analysing and interpreting client information to help develop appropriate financial planning strategies
- Producing detailed suitability reports and client presentations
- Managing client queries with accuracy, professionalism and attention to detail
- Ensuring all work meets FCA and internal compliance standards and is fully documented
- Conducting business in a responsible, compliant manner in line with legislative and regulatory requirements
- Maintaining continuous professional development to meet regulatory standards and personal growth goals
Essential criteria:
- Level 4 Diploma qualified with a minimum of 4 year's para planning experience
- Strong technical knowledge across financial planning products
- Excellent understanding of investments, pensions, savings and protection
- In-depth knowledge of suitability report requirements, structure and compliance standards
- Exceptional attention to detail and strong organisational skills
- Highly developed written, verbal and analytical communication skills
- Proficient in Microsoft Word, Excel and related software
- Solid understanding of industry regulations, standards and business processes
Benefits
- Competitive salary (dependent on experience – discussed on application)
- Pension scheme
- Central Belfast location with easy access to transport and amenities
- A professional, collaborative environment where your expertise is recognised
If you're an experienced Paraplanner ready to take the next step in your career, we'd love to hear from you.
Please send your 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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Contact Detail:
Brook Street UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest compliance regulations and industry standards relevant to paraplanning. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a constantly evolving field.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who are already working as paraplanners. Attend industry events or join online forums to gain insights and potentially get referrals that could lead to job opportunities.
✨Tip Number 3
Prepare to discuss specific examples of your experience in producing suitability reports and managing client queries. Being able to articulate your past successes will set you apart from other candidates during the interview process.
✨Tip Number 4
Showcase your proficiency with software packages like Microsoft Excel and Word by discussing how you've used them in previous roles. Highlighting your technical skills can give you an edge, especially if you can relate them to the tasks outlined in the job description.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and at least four years of experience in financial planning. Emphasise your technical knowledge of investment, savings, pension, and protection products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your analytical skills and attention to detail. Mention specific examples of how you've prepared suitability reports and managed client queries in the past.
Highlight Compliance Knowledge: In your application, demonstrate your understanding of compliance regulations and industry standards. Provide examples of how you have ensured adherence to these in your previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that your documents are well-organised and clearly formatted to reflect your strong organisational skills.
How to prepare for a job interview at Brook Street UK
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your broad technical knowledge of financial planning products. Be prepared to discuss specific products like retail investments, pensions, and protection products during the interview.
✨Prepare for Compliance Questions
Since compliance is crucial in this role, expect questions about how you ensure adherence to regulations. Have examples ready that showcase your understanding of compliance processes and how you've implemented them in past roles.
✨Demonstrate Attention to Detail
Attention to detail is key for producing accurate suitability reports. During the interview, highlight instances where your meticulous nature has positively impacted your work, especially in report writing or client communications.
✨Practice Your Communication Skills
Strong verbal and written communication skills are essential for a Paraplanner. Prepare to articulate your thoughts clearly and concisely, and consider practising with a friend to refine your delivery before the interview.
