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- Tasks: Prepare client reports and manage queries while ensuring compliance.
- Company: Join a leading Financial Services firm in Belfast with a strong reputation.
- Benefits: Competitive salary, discretionary bonus, and opportunities for professional development.
- Why this job: Be part of a dynamic team making a real impact in financial planning.
- Qualifications: Must be Level 4 qualified with 4 years' experience in financial planning.
- Other info: Proficiency in Microsoft Excel and Word is essential.
The predicted salary is between 28800 - 43200 £ per year.
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
Paraplanner employer: Brook Street
Contact Detail:
Brook Street Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends and expectations in the role.
✨Tip Number 2
Familiarise yourself with the specific compliance regulations and standards that govern the financial services sector in Northern Ireland. This knowledge will not only help you in interviews but also demonstrate your commitment to adhering to industry standards.
✨Tip Number 3
Prepare to discuss your experience with producing suitability reports and managing client queries. Be ready to provide examples of how you've successfully navigated complex client situations and ensured compliance in your previous roles.
✨Tip Number 4
Showcase your proficiency with software packages like Microsoft Excel and Word during any discussions or interviews. Consider preparing a brief demonstration of how you use these tools to enhance your work efficiency and accuracy in report generation.
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 formatted correctly, reflecting your strong organisational skills.
How to prepare for a job interview at Brook Street
✨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 requirements and how you've applied them in previous roles.
✨Demonstrate Attention to Detail
Given the importance of producing accurate suitability reports, highlight your attention to detail. You might be asked to review a sample report or discuss how you ensure accuracy in your work.
✨Communicate Clearly and Effectively
Strong communication skills are essential for managing client queries and producing reports. Practice articulating your thoughts clearly, and be ready to provide examples of how you've effectively communicated complex information to clients or colleagues.
