Paraplanner: On site - Belfast

Paraplanner – Belfast

Are you an experienced Paraplanner looking to take the next step in your career? We are working with a well-established independent financial advisory firm that is seeking a skilled professional to join their team. This is an excellent opportunity to become part of a dynamic and highly motivated environment where your expertise will be valued and developed.

The Opportunity

This boutique advisory firm has been providing high-quality financial planning services for over two decades. As part of a close-knit team, you will work alongside experienced financial advisers and support staff, contributing to the delivery of tailored financial solutions for clients.

This role offers a full-time, on-site position in Belfast, providing an excellent opportunity to develop within a business that values integrity, technical excellence, and client-focused service.

Key Responsibilities

• Conducting detailed financial planning research to support advisers in delivering bespoke client solutions
• Preparing comprehensive suitability reports and financial recommendations in line with FCA regulations
• Analysing investment strategies and financial products to ensure optimal client outcomes
• Liaising with clients and financial institutions to gather necessary information and documentation
• Ensuring all financial reports, research, and compliance documentation are accurate and up to date
• Utilising financial planning software to produce investment analysis and projections
• Supporting advisers in developing long-term financial plans and reviewing client portfolios

What We’re Looking For

• Experience as a Paraplanner in an independent financial advisory or wealth management setting
• Strong analytical skills with experience in investments, pensions, and holistic financial planning
• Exceptional report writing abilities with strong attention to detail
• Proficiency in financial planning software and research tools
• Excellent organisational skills and the ability to manage multiple tasks efficiently
• Strong communication skills with the ability to work collaboratively within a team
• A degree in Finance, Economics, or a related field is desirable but not essential

What’s on Offer?

• The opportunity to work in a reputable and professional firm that values expertise and career growth
• A supportive and collaborative team environment where your contributions make a real impact
• Competitive salary (discussed upon interview) and opportunities for professional development

If you are an experienced Paraplanner looking for a fresh challenge within a highly regarded advisory firm, we would love to hear from you.

Apply now by submitting your CV and we will be in touch.