Eden Rose
Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Paraplanner
Belfast with Hybrid working
Up to £45,000
Looking for a paraplanning role where your technical knowledge is genuinely valued?
Join a friendly, growing wealth management firm where you'll work closely with two advisers to produce high-quality financial planning recommendations, while receiving support to develop your career and achieve your Level 4 Diploma.
Whether you're looking for FT or PT hours, this firm offers flexibility, a collaborative team and the opportunity to build a long-term career.
Benefits:
- Salary up to £45,000
- Hybrid working
- Full-time or part-time considered
- 9am-5pm hours
- Pension contribution
- Fully funded support towards the Level 4 Diploma or Advanced exams
- Friendly, collaborative team
- Free on-street parking
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The role:
Working alongside two advisers and an administrator, you'll:
- Research and analyse financial planning solutions
- Prepare suitability reports across pensions, investments and protection
- Use cashflow modelling software to support recommendations
- Help deliver an excellent client experience through accurate, compliant advice support
To be considered for this Paraplanner position:
- Experience as a Paraplanner within an IFA or Wealth Management firm
- Strong technical knowledge of pensions and investments
- Experience writing suitability reports
- Confidence using financial planning platforms and cashflow modelling software
Get help with your application
Your very own career expert that helps elevate your application to the next level.
If you're looking for a firm that values its team and offers genuine career development, we'd love to hear from you.
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
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills