Job description
Financial Services Administrator / Paraplanner
Belfast | Hybrid | Open to a 4-Day Week
Boutique Wealth Management Firm
Are you an experienced Financial Services Administrator/Paraplanner who thrives in a collaborative, client-focused environment? This is a fantastic opportunity to join a highly regarded independent wealth management firm that truly values its people and provides an exceptional level of personal service to its clients.
About the Company
This long-established, boutique financial planning firm has built its reputation on trust, professionalism, and a genuinely personal approach. With a close-knit team of experts, they offer tailored advice to individuals and businesses alike - helping clients make confident, informed decisions about their financial futures.
The Opportunity
You'll play a key role in supporting advisers and clients across a wide range of financial planning services. This role offers a great mix of administrative and paraplanning responsibilities, along with opportunities to get involved in cashflow modelling and investment research.
It's a perfect fit for someone who enjoys variety, precision, and meaningful work - all within a supportive and flexible environment (including the option of a 4-day working week!).
Key Responsibilities
1. Provide comprehensive administrative support to financial advisers and the wider team.
2. Assist with client onboarding, annual review packs, and ongoing service requests.
3. Maintain accurate and compliant client records.
4. Liaise directly with clients and providers to ensure a smooth service.
5. Support financial planners with cashflow modelling and investment analysis.
What You'll Bring
6. Experience in financial planning administration or paraplanning.
7. Knowledge of cashflow modelling and FE Analytics for investment research.
8. Familiarity with Intelliflo Office (desirable).
9. Strong attention to detail and excellent organisational skills.
10. Confident communicator with a proactive, can-do approach.
11. Proficient in Microsoft Office with strong numerical accuracy.
What's on Offer
12. Hybrid working (Belfast-based office).
13. Competitive Salary.
14. Option of a 4-day working week.
15. A supportive, close-knit team culture.
16. Professional development opportunities.
17. The chance to make a real impact within a respected boutique firm.