Paraplanner

Job Title: Paraplanner
Location: Belfast (Hybrid Working)
Salary: Negotiable, dependent on experience and Qualifications
A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way.
The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients objectives.
This role also offers structured training and development support with an option to progress towards advising available in the future.

Key Responsibilities
Produce comprehensive, compliant financial planning reports for advisers to present to clients
Conduct technical research on products, providers, and planning solutions
Support advisers with client reviews, queries, and ongoing servicing requirements
Act as a point of contact for day-to-day client and adviser support queries
Prepare client review packs and obtain illustrations as required
Keep up to date with financial planning legislation, products, compliance requirements and industry developments

Key Requirements
Previous experience within a Financial Advice / Wealth Management firm
Strong paraplanning and report-writing experience is essential
Diploma in Financial Planning (or working towards) is desirable, though not essential.
Highly organised with the ability to manage and prioritise workloads effectively
High attention to detail with the ability to produce accurate, well-structured reports and correspondence

Benefits
Hybrid Working Available
Support and funding for professional industry qualifications
Up to 30 days annual leave with holiday purchase (plus bank holidays)
Excellent Training and Development Support
Life assurance and pension scheme
Clear progression opportunities, including the option to progress into an Adviser role

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