About the Role
Brook Street is delighted to be partnering with a well-established and growing Wealth Management firm in Cookstown to recruit an experienced Paraplanner.
This is an excellent opportunity for a motivated and detail-oriented financial services professional to join a highly regarded team where your expertise will play a vital role in delivering exceptional financial planning solutions to clients.
This position offers the opportunity to work closely with Financial Advisers, supporting the delivery of bespoke wealth management strategies while continuing your professional development within a supportive and collaborative environment.
The Role
As a Paraplanner, you will be responsible for providing technical and administrative support to Financial Advisers, ensuring clients receive high-quality, tailored financial advice.
Key responsibilities include:
- Conducting comprehensive research and analysis on pensions, investments, protection products, and wider financial planning solutions.
- Producing detailed suitability reports, recommendations, cashflow forecasts, and financial planning documentation.
- Gathering and analysing client information to support the development of personalised financial strategies aligned to individual goals and objectives.
- Assessing client risk profiles and researching appropriate investment opportunities.
- Supporting Financial Advisers with pre and post-meeting preparation, including the production of client presentations and review packs.
- Acting as a key point of contact for clients, providing professional and responsive support when required.
- Ensuring all client files, documentation, and records are maintained accurately and in line with FCA and regulatory requirements.
- Monitoring industry developments, legislation changes, and market trends to support best practice and compliant advice delivery.
- Maintaining the highest standards of compliance, accuracy, and attention to detail across all areas of work.
About You
The successful candidate will demonstrate:
- A minimum of 2 year's Para planning or Financial Planning support experience within a Wealth Management or Independent Financial Advice (IFA) environment.
- Experience preparing suitability reports and conducting technical research across pensions, investments, and protection products.
- Excellent written and verbal communication skills.
- Strong analytical abilities with exceptional attention to detail.
- The ability to manage multiple priorities while maintaining high levels of accuracy.
- A proactive and client-focused approach.
- Progress towards Level 4 Diploma in Financial Planning (or a commitment to achieving professional qualifications) would be highly advantageous.
What's On Offer?
- Competitive salary package dependent on experience and qualifications.
- Opportunity to work with an established and respected Wealth Management business.
- Support towards further professional qualifications and career development.
- A collaborative and professional working environment.
- Long-term career progression opportunities.
If you are an experienced Paraplanner looking to take the next step in your career with a growing and forward-thinking financial services firm, we would love to hear from you.
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Please send CV to Colleen Farquharson via the apply link
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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