Fairstone Financial Management
Senior Paraplanner
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Company Description
Fairstone Financial Management is an independent financial services firm focused on providing high-quality advice to both private individuals and commercial clients. The team of experienced advisers uses modern technology and comprehensive market research to identify insurance and financial products that match each client’s unique needs. The firm combines expert guidance with traditional service values, aiming to explain recommendations clearly and help clients feel confident in their decisions. Clients benefit from an initial, no-obligation analysis with a fully qualified adviser and access to leading providers offering competitive terms. Fairstone is committed to building long-term relationships based on trust, clarity, and tailored financial solutions.
Role Description
The Paraplanner role is a full-time, on-site position based in the Belfast Metropolitan Area. The Paraplanner will support financial advisers by preparing suitability reports, conducting research on financial products, and analyzing client information to develop appropriate financial planning recommendations.
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Day-to-day tasks include:
- Reviewing fact finds
- Assessing risk profiles
- Modeling cash-flow scenarios
- Assisting with investment and pension planning
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The role also involves maintaining accurate client records, ensuring documentation meets regulatory and compliance requirements, and collaborating with advisers to refine advice strategies. The Paraplanner will contribute to a high standard of client service by producing clear, concise reports and supporting the delivery of tailored financial solutions.
Qualifications
- Level 4 Diploma in Financial Planning or equivalent are required.
- Candidates should possess strong Financial Planning and Finance skills, including understanding of personal and business financial solutions.
- Candidates should possess solid Analytical Skills to interpret client data, assess risk, and evaluate financial products.
- Candidates should possess knowledge of Investments, including investment products, portfolio construction, and market principles.
- Candidates should possess clear and accurate Report Writing abilities to produce suitability reports and client documentation.
- Strong attention to detail, numerical accuracy, and familiarity with financial planning software and CRM systems are advantageous.
- Effective communication, organization, and time-management skills, with the ability to work collaboratively with advisers and support staff, are important.
- Previous experience in a paraplanning, financial analysis, or advisory support role within financial services is desirable.
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