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Permanent

Paraplanner

Belfast
money-bag 10000-500000 Annual
3063149626
Posted 4 days ago

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 RoleAs 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 timescalesAnalysing and interpreting client information to help develop appropriate financial planning strategiesProducing detailed suitability reports and client presentationsManaging client queries with accuracy, professionalism and attention to detailEnsuring all work meets FCA and internal compliance standards and is fully documentedConducting business in a responsible, compliant manner in line with legislative and regulatory requirementsMaintaining continuous professional development to meet regulatory standards and personal growth goals Essential ..... full job details .....

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