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Paraplanner

Antrim
Hunter Savage
Posted: 22 August
Offer description

Job Title: Paraplanner Description: We are hiring for our client, a highly respected financial planning firm, who are seeking an experienced Paraplanner to join their growing team. This is a brilliant opportunity for a technically skilled professional who wants to work alongside Financial Planners to deliver bespoke advice and strategic planning support to a loyal and growing client base. This Paraplanner role offers variety, real client-facing exposure, and strong professional development pathways within a high-quality financial planning environment. Top 3 Things to Know About this Job: Work closely with Financial Planners and attend client meetings Strong technical focus across cashflow forecasting, research, and report writing Hybrid flexibility, professional growth, and Chartered support The Role: * Support Financial Planners with all aspects of client servicing, planning, and review * Attend client meetings and assist with technical queries * Gather and maintain client data, including accurate compliance and documentation * Prepare draft net worth statements, cash flow forecasts, and financial plans * Conduct product research, platform analysis, and technical due diligence * Write clear, accurate, and compliant suitability reports * Liaise with providers and client advisers (legal/tax) as needed * Support implementation of recommendations and assist in annual reviews * Stay up to date with regulatory and market changes * Participate in internal investment committee meetings and team collaboration The Person: * Minimum 2 years' experience in a Paraplanner role * Diploma in Financial Planning (Level 4) - essential * Strong technical knowledge of financial planning products and platforms * Proficient in Microsoft Office and financial planning software (e.g. Voyant, Intelliflo) * Analytical, detail-oriented, and confident with complex financial data * Excellent communicator with strong written and interpersonal skills * Able to manage own workload, prioritise effectively, and work independently * Desire to achieve Chartered status and ongoing CPD compliance The Rewards: * Competitive salary (based on experience) * Support with Chartered status and exam funding * Hybrid working structure available * Strong internal support team and collaborative culture * Long-term progression and development opportunities

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