Paraplanner Professional

Paraplanner, The Role: I am recruiting a Paraplanner to join the team at Eldon Financial, an awarding winning Chartered Financial Planning firm based in Newton Aycliffe (DL5). Working in a small, fast paced and client focused team, in an open plan and collaborative office environment, the role of Paraplanner involves providing support to the Directors and...

Brook Street Recruitment is working on behalf of our Financial Services client in Belfast who currently has an exciting opportunity for an experienced Paraplanner to join their team. Duties Prepare accurate and compliant suitability reports and letters within target deadlines. Collate and interpret client information and to contribute to the formulation...

Brook Street Recruitment is working on behalf of our Financial Services client in Belfast who currently has an exciting opportunity for an experienced Paraplanner to join their team. Duties Prepare accurate and compliant suitability reports and letters within target deadlines. Collate and interpret client information and to contribute to the...

Role Overview:As a Paraplanner, you will play a vital role in the success of our client's wealth management firm. Your primary responsibility will be to ensure clients receive exceptional service and tailored solutions that meet their specific needs. To achieve this, you will work closely with Financial Advisors and Directors to provide administrative and...

Company OverviewBrook Street Recruitment is a leading financial services recruitment agency in Belfast, working closely with our Financial Services client to find the best talent for their team.SalaryThe salary for this exciting opportunity will be dependent on the successful candidate's skills and experience, but can be discussed further upon application. A...

Job Title: ParaplannerJob Summary: We are seeking an experienced Paraplanner to join our team in Belfast. As a Paraplanner, you will play a crucial role in preparing suitability reports and letters within target deadlines.Key Responsibilities:Prepare accurate and compliant suitability reports and letters.Collate and interpret client information to contribute...

Job OverviewWe are seeking a skilled Financial Planning Professional to join our team at Brook Street Recruitment. This is an exciting opportunity for an individual to contribute to the company's strategy and goals by maximising business development opportunities within the financial services market.About the RoleThe Paraplanner will play a key role in...

Job Role SummaryBrook Street Recruitment is working with a reputable Belfast-based financial advisory firm to find an experienced Financial Advisor/Senior Paraplanner to join their team.Key ResponsibilitiesProvide tailored financial advice to private and corporate clients, ensuring compliance with FCA guidelines and company processes.Conduct in-depth...

**Job Description:**We are seeking a highly skilled Paraplanner to join our team at RETAIND Ltd. The successful candidate will be responsible for working closely with our Paraplanning Lead in the research, preparation and drafting of compliant client reports.The ideal candidate will have a strong understanding of financial planning principles, excellent...

**Job Summary:**We are seeking an experienced Paraplanner to join our team at RETAIND Ltd. As a key member of our financial planning business, you will be responsible for working closely with our Paraplanning Lead in the research, preparation and drafting of compliant client reports.The successful candidate will have 2-5 years of previous Paraplanning...

**Job Overview:**We are currently looking for a skilled Paraplanner to join our team at RETAIND Ltd. This role involves working closely with our Paraplanning Lead to research, prepare and draft compliant client reports.The ideal candidate will have a strong understanding of financial planning principles, excellent communication skills, and the ability to...