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Job Title: ParaplannerLocation: Belfast, Northern IrelandSalary: £30,000 - £40,000 per annumJob Type: Permanent, Full-Time
About Us:We are a leading independent financial advisory firm based in Belfast, specialising in providing bespoke financial planning services to high-net-worth individuals, families, businesses, and trustees. Our commitment to excellence and client-centric approach has earned us a stellar reputation in the industry.
Role Overview:We are seeking a skilled and motivated Paraplanner to join our dynamic team. This is a fantastic opportunity for a qualified professional to support our financial advisers and contribute to the delivery of high-quality financial advice to our clients.
Key Responsibilities:
- Provide comprehensive paraplanning support to financial advisers.
- Prepare detailed technical documents and reports based on client needs and adviser research.
- Manage workflow and organise ongoing workload efficiently.
- Ensure compliance with FCA regulations and internal policies.
- Liaise with the advisory team to implement client advice and achieve positive outcomes.
Qualifications and Experience:
- Minimum of 2 years' experience in a paraplanning role within an independent financial advisory setting.
- Level 4 Diploma in Financial Planning (CII) or equivalent is essential.
- Strong report-writing skills and attention to detail.
- Proficiency in financial planning tools and systems such as FE Analytics, Intelligent Office, and Voyant is advantageous.
How to Apply:If you are a dedicated and experienced paraplanner looking to advance your career with a reputable firm, we would love to hear from you. Please send your up-to-date CV and a cover letter to [email address] or contact [recruiter's name] at [phone number] for more information.
Join our team and be a part of a company that values excellence, integrity, and client satisfaction.
