My client is one of Northern Ireland’s leading firms of financial planners. Their sustained growth over the last 22 years is based on delivering an outstanding level of service to their clients. They are recognised as one of the best financial advice firms in the UK based on client feedback (VouchedFor Top Rated Firm 2026), and are on-track to become a Corporate Chartered practice.
The role
The purpose of the role is to lead the Administration and Paraplanning teams (9 people), and manage the delivery of an efficient and compliant administration and paraplanning service, whilst also focusing on delivering an outstanding client experience.
* To manage the flow and quality of work, from Advisor instruction to business submission and completion.
* To manage the Paraplanners (4).
* To manage the Administrators (5).
You
* Be people-focused, with a keen interest in ensuring others reach their full potential.
* Have at least 2 years’ paraplanning experience.
* Have at least 2 years’ experience in a firm of Independent Financial Advisors / Financial Planning Advisors.
* Have previous supervision or management experience.
Good to know
* Enjoyable place to work, as evidenced by wonderful employee feedback and an extraordinarily low level of staff turnover.
* Free on‑site car parking and direct access to public transport links.
* Salary is highly attractive and is commensurate with the level of the role. The benefits package is extensive and includes 34 days holiday.
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