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Employment Type: Full-time, predominantly office-based
We are representing a highly respected, growing financial services organisation in their search for an experienced Paraplanner to join their Belfast office. This is a great opportunity to become an integral part of a professional, supportive team while working in a role that offers both variety and progression opportunities.
The Role:
Working closely with advisers and other paraplanners, you will provide high-quality technical and administrative support, ensuring that clients receive accurate, compliant, and timely advice. Your responsibilities will include:
* Preparing client reports, valuations, and quotations
* Researching and analysing financial data to build tailored recommendations
* Producing clear, accurate, and professional advice reports for complex cases
* Updating systems and maintaining accurate client records
* Liaising directly with clients, both over the phone and face-to-face
* Collaborating with advisers to ensure smooth delivery of services
Skills & Experience Required:
* Diploma in Regulated Financial Planning (or working towards)
* Proven experience as a paraplanner or in a similar technical support role within financial services
* Strong analytical and problem-solving skills
* Excellent written and verbal communication abilities
* High level of technical knowledge and attention to detail
* Ability to build strong working relationships with clients and internal stakeholders
* Salary up to £40,000 (depending on experience)
* Company pension scheme
* 25 days annual leave + birthday off
* Flexible benefits package
* Option to purchase additional holidays
* Enhanced family-friendly policies
This role offers a clear career pathway, with opportunities to progress to Senior Paraplanner and beyond. You’ll be supported with ongoing training and development to enhance your skills and qualifications.
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