Paraplanning & Administration Manager
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.
To assist them in the next stages of their growth, they wish to appoint a people-focused Paraplanning & Administration Manager.
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.
A full Job Description will be supplied on application, but the key elements of the role are:
* 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
The successful applicant will:
* 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.
How to apply and for more information:
If you meet the criteria and would be interested in a having a confidential chat about this opportunity, please call Iain Cahoon on 07798 844546, or apply now by uploading your CV via this Job Board.
MLR Careers is a trading style of MLR Recruiting Ltd., registered in Northern Ireland number NI653214 and is acting as an Employment Agency for this vacancy.