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Job Title


Paraplanner


Company : Brook Street UK


Location : Lisburn, Northern Ireland


Created : 2026-03-01


Job Type : Full Time


Job Description

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 goalsEssential criteria:Level 4 Diploma qualified with a minimum of 4 year's para planning experienceStrong technical knowledge across financial planning productsExcellent understanding of investments, pensions, savings and protectionIn-depth knowledge of suitability report requirements, structure and compliance standardsExceptional attention to detail and strong organisational skillsHighly developed written, verbal and analytical communication skillsProficient in Microsoft Word, Excel and related softwareSolid understanding of industry regulations, standards and business processesBenefitsCompetitive salary (dependent on experience - discussed on application)Pension schemeCentral Belfast location with easy access to transport and amenitiesA professional, collaborative environment where your expertise is recognisedIf 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.JBRP1_UKTJ