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For Companies At a Glance
- Tasks: Prepare detailed 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 28800 - 48000 £ 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.
Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.
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 xiskglj 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
Familiarise yourself with the latest compliance regulations and industry standards. This will not only help you in interviews but also demonstrate your commitment to staying updated in the financial services sector.
✨Tip Number 2
Network with professionals in the financial planning field, especially those who are already working as Paraplanners. They can provide insights into the role and may even refer you to opportunities within their organisations.
✨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.
✨Tip Number 4
Showcase your proficiency with software tools like Microsoft Excel and Word during the interview. You might even consider bringing a portfolio of your work that highlights your analytical skills and attention to detail.
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 Strong 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, thoroughly 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
✨Know Your Compliance Regulations
As a Paraplanner, understanding compliance is crucial. Brush up on the latest regulations and be prepared to discuss how you ensure adherence in your previous roles.
✨Showcase Your Technical Knowledge
Be ready to demonstrate your broad technical knowledge of financial planning products. Prepare examples of how you've successfully used this knowledge to benefit clients in the past.
✨Prepare for Client Queries
Think about common client queries you've encountered and how you've resolved them. This will show your problem-solving skills and ability to manage client relationships effectively.
✨Highlight Your Attention to Detail
Given the importance of accuracy in suitability reports, be prepared to discuss specific instances where your attention to detail made a significant difference in your work.
