Eden Rose
Paraplanner
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Job Ref: 90820
Location: Belfast
Salary: £35,000 - £45,000 Per Annum
Employment Type: Permanent
Paraplanner
Belfast, hybrid
Up to £45,000
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial well-being.
As a Paraplanner based in a modern Belfast office, you’ll play a key role in supporting the advisers and an administrator to deliver exceptional financial planning services. You’ll use your technical expertise to help ensure all client solutions are aligned with their long-term objectives.
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Benefits
- Up to £45,000
- Hours: 9 to 5pm
- Open to part-time or full-time applicants
- Pension contribution
- A supportive and collaborative team culture that values growth and professional development
- On-street parking (free)
- Opportunities to study towards the Level 4 diploma
To Be Considered For This Adviser Support Position
- Proven experience within an advisory or wealth management environment
- Prior experience as a paraplanner, producing a range of reports
- Good understanding of financial products – investment & pensions
- Proficient in using financial planning platforms and cash flow modelling
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Apply today to be considered for this Paraplanner opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Job Synonyms: Paraplanner Technical Support, Financial Planning Associate, IFA Support, Report Writing
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