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- Tasks: Prepare compliant reports and strategies to meet client objectives in financial planning.
- Company: Join a leading Financial Services firm in Belfast with a supportive team.
- Benefits: Competitive salary, discretionary bonus, pension scheme, and professional development opportunities.
- Why this job: Make a real impact in clients' financial futures while growing your career.
- Qualifications: Level 4 qualified with 4 years' experience in financial planning.
- Other info: Dynamic role with a focus on compliance and continuous professional development.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
\\n\\nThis is an excellent opportunity to work in a professional, supportive environment where quality, compliance and client outcomes come first.\\n\\nThe Role\\n\\nAs Paraplanner, you will play a key role in supporting advisers and shaping client outcomes by delivering accurate, compliant and well-structured advice documentation. \\n\\nYour responsibilities will include:\\n\\nPreparing high-quality, compliant suitability reports and client correspondence within agreed timescales\\nAnalysing and interpreting client information to help develop appropriate financial planning strategies\\nProducing detailed suitability reports and client presentations\\nManaging client queries with accuracy, professionalism and attention to detail\\nEnsuring all work meets FCA and internal compliance standards and is fully documented\\nConducting business in a responsible, compliant manner in line with legislative and regulatory requirements\\nMaintaining continuous professional development to meet regulatory standards and personal growth goals\\n\\n Essential criteria:\\n\\nLevel 4 Diploma qualified with a minimum of 4 year's para planning experience\\nStrong technical knowledge across financial planning products\\nExcellent understanding of investments, pensions, savings and protection\\nIn-depth knowledge of suitability report requirements, structure and compliance standards\\nExceptional attention to detail and strong organisational skills\\nHighly developed written, verbal and analytical communication skills\\nProficient in Microsoft Word, Excel and related software\\nSolid understanding of industry regulations, standards and business processes\\n\\nBenefits \\n\\nCompetitive salary (dependent on experience – discussed on application)\\nPension scheme\\nCentral Belfast location with easy access to transport and amenities\\nA professional, collaborative environment where your expertise is recognised\\n\\nIf you're an experienced Paraplanner ready to take the next step in your career, we'd love to hear from you. \\n\\nPlease send your CV to Colleen Farquharson via the apply link.
\\n\\nBrook 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 like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities for Paraplanners. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance regulations. We all know how important it is to demonstrate your expertise in suitability reports and client strategies during those crucial conversations.
✨Tip Number 3
Showcase your skills with a portfolio! If you’ve got examples of your suitability reports or presentations, bring them along to interviews. It’s a great way to visually demonstrate your attention to detail and organisational skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s super easy and ensures your application gets the attention it deserves. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 qualifications and relevant experience in financial planning products. We want to see how your skills match what we're looking for!
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past work that show your analytical abilities and attention to detail. This will help us see how you can contribute to our team.
Be Compliant: Since compliance is key in this role, make sure to mention your understanding of industry standards and regulations. We’re looking for someone who knows how to keep things above board, so let us know how you’ve done this in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you into our system quickly. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Brook Street
✨Know Your Stuff
Make sure you brush up on your financial planning products and compliance regulations. Being able to discuss suitability reports and client strategies confidently will show that you're the right fit for the role.
✨Showcase Your Skills
Prepare examples of how you've managed client queries or produced detailed reports in the past. This will help demonstrate your analytical skills and attention to detail, which are crucial for a Paraplanner.
✨Practice Makes Perfect
Rehearse common interview questions related to financial services and paraplanning. This will help you articulate your thoughts clearly and showcase your verbal communication skills during the interview.
✨Ask Smart Questions
Prepare insightful questions about the company’s approach to client management and compliance. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
