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Wealth Management Paraplanner — Advisory
Job in
Cumbernauld, North Lanarkshire, G67, Scotland, UK
Listed on 2026-06-03
Listing for:
Brook Street
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
Brook Street (UK) Limited is seeking a Paraplanner for their client in Belfast. Candidates must have at least 3 years of experience in a Financial Advisor or Wealth Management setting, with proficiency in handling client files and understanding compliance regulations.
This position involves providing administrative support to financial advisers, liaising with clients, and preparing draft reports. Knowledge of investments, pensions, and protection products is essential, as well as a Level 4 qualification or working towards it.
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