Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a Paraplanner, preparing client files and recommendations.
- Company: We're a well-established Wealth Management firm in Belfast, focused on client success.
- Benefits: Enjoy a competitive salary, hybrid working, and support for career progression.
- Why this job: Be part of a dynamic team, build client relationships, and grow your financial expertise.
- Qualifications: Level 4 qualification preferred; entry-level candidates with 3 years of experience welcome.
- Other info: Starting in Easter 2025, with exam and mentor support to become a financial adviser.
The predicted salary is between 30000 - 35000 £ per year.
Job Description
Brook Street Recruitment is working on behalf of our Financial Services client in Belfast who currently has an exciting opportunity for an experienced Paraplanner to join their team.
Duties
- Prepare accurate and compliant suitability reports and letters within target deadlines.
- Collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives.
- Production of compliant and detailed client suitability reports and presentations
- Manage client queries, ensuring accurate and thorough responses.
- Ensure all client work adheres to compliance regulations and is supported by relevant documentation.
- Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
- Undertake continuous professional development to meet regulatory requirements and personal development needs
Criteria
- Must be Level 4 qualified with at least 4 year's experience
- Broad technical knowledge and experience in financial planning products.
- Excellent knowledge of retail investment, savings, pension and protection products.
- Highly developed analytic, observational, written and verbal communication skills.
- Strong understanding of industry standards and business processes.
- Excellent knowledge of suitability report content, format and requirements.
- Exemplary attention to detail and strong organisational skills.
- Proficiency with using various software packages, such as Microsoft Excel and Word.
Details of role
- Salary will be dependent on the successful candidate's skills and experience- can be disclosed on application
- Discretionary bonus
- Pension scheme
Please send CV to Colleen Farquharson via the apply link
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
JBRP1_UKTJ
Paraplanner employer: Brook Street UK
Contact Detail:
Brook Street UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the latest financial planning products and services. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the financial services industry.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role of a Paraplanner.
✨Tip Number 3
Prepare to discuss your experience in client relationship management. Highlight any instances where you've successfully built rapport with clients, as this is crucial for the role.
✨Tip Number 4
Research the company’s values and goals. Understanding their approach to wealth management will allow you to tailor your conversation during the interview and show how you can contribute to their objectives.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Paraplanner position. Understand the responsibilities and criteria required, such as financial services experience and qualifications.
Tailor Your CV: Customize your CV to highlight relevant experience in financial services. Emphasize any qualifications, such as Level 4 certification, and showcase your understanding of financial planning products.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are a great fit for the Paraplanner role. Mention your experience, skills, and how you can contribute to the company's goals and objectives.
Follow Application Instructions: Ensure you send your application to the correct contact, Colleen Farquharson, via the provided link. Double-check that all documents are included and formatted correctly before submission.
How to prepare for a job interview at Brook Street UK
✨Understand the Role
Make sure you have a clear understanding of what a Paraplanner does, especially in the context of wealth management. Familiarize yourself with the responsibilities listed in the job description, such as preparing client files and implementing recommendations.
✨Showcase Your Experience
Be prepared to discuss your previous experience in financial services. Highlight any relevant roles you've held and how they have equipped you with the skills necessary for this position, particularly if you have experience in preparing recommendation reports or working with clients.
✨Demonstrate Technical Knowledge
Since the role requires a good understanding of financial planning products, brush up on your technical knowledge. Be ready to answer questions about different investment strategies and how they align with various client risk profiles.
✨Build Rapport
Establishing strong relationships with clients is key in this role. During the interview, practice building rapport with your interviewer. Show that you can communicate effectively and are personable, as these traits are essential for attending client meetings.
