Paraplanner

Are you an experienced Paraplanner looking for a genuine opportunity to become a Financial Advisor?

Our client, a highly respected and growing financial planning firm based in Armagh, is seeking an ambitious and qualified Paraplanner who is ready to take the next step in their career.

This is a fantastic opportunity to join a supportive business that is committed to developing talent from within and providing a clear pathway into a fully client-facing advisory role.

This position offers the perfect blend of technical paraplanning responsibilities and hands-on client engagement, allowing you to build your confidence, develop your advisory skills, and ultimately manage your own client portfolio.

You'll work closely with experienced Advisors, providing high-quality technical support while gradually increasing your involvement in client meetings and relationship management. With access to an existing bank of warm clients and ongoing mentoring, you'll be well positioned to build a successful and rewarding career in Financial Advice.

This is an ideal opportunity for a Paraplanner who has already achieved their Level 4 Diploma and is looking for a firm that will actively invest in their future.

• Prepare detailed financial plans, suitability reports and client recommendations.
• Conduct research and analysis across pensions, investments and protection products.
• Support Advisors in delivering tailored financial planning solutions.
• Develop and maintain strong relationships with existing clients.
• Participate in client meetings and gradually transition into a more advisory-focused role.
• Identify opportunities to expand client relationships and generate new business.
• Progress towards managing your own portfolio of clients.

To be successful in this role, you will have:

• A minimum Level 4 Diploma in Financial Planning.
• Previous experience working as a Paraplanner within a financial planning or wealth management environment.
• A strong ambition to become a Financial Advisor.
• Excellent communication and interpersonal skills.
• A professional and client-focused approach.
• Commercial awareness and an interest in developing business opportunities.
• A full UK driving licence and access to your own vehicle.

• A clearly defined and fully supported route into Financial Advice.
• Access to an established client bank and warm leads.
• Ongoing mentoring, coaching and professional development.
• Exposure to client meetings from an early stage.
• Long-term career progression within a growing and reputable firm.
• Competitive salary and benefits package.

If you're an experienced Paraplanner who is ready to move beyond report writing and into a rewarding advisory career, we'd love to hear from you.

Apply today by sending your CV to Colleen Farquharson via the apply link.

All applications will be managed in the strictest confidence

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.