Why This Role is Different This isn't a back-office box-ticking paraplanner role. You'll be embedded in client meetings, shaping advice strategies alongside highly qualified advisers, and working on complex, high-value portfolios. You'll have a voice in the advice process, genuine autonomy, and a package that reflects your expertise. The Opportunity Client-facing, join advisers in meetings, help shape the financial plan, and see the results of your work first-hand Complex work, HNW and UHNW clients, often £1m+ portfolios, with interesting technical challenges Real progression, pathway to Chartered status and potential adviser role if desired High autonomy, trusted to manage your own workload and contribute to advice strategies Premium support, admin team handles the paperwork so you can focus on planning and research Your Package £38,000 - £50,000 salary (DOE) Quarterly bonus scheme (10%) Private medical insurance 8% pension 28 days holiday stats Funded qualifications all the way to Chartered Hybrid working - 2 days from home after probation Modern offices in central Belfast Your Role Attend and contribute to client meetings Prepare detailed, bespoke financial plans and suitability reports Conduct technical research across pensions, investments, IHT, and protection Collaborate closely with advisers to deliver exceptional client outcomes What We're Looking For 3+ years' paraplanning experience (report writing essential) Diploma-qualified (Chartered support available) Confident communicator, comfortable in client meetings Technically strong, with an eye for detail and problem-solving
Sep 01, 2025
Full time
Why This Role is Different This isn't a back-office box-ticking paraplanner role. You'll be embedded in client meetings, shaping advice strategies alongside highly qualified advisers, and working on complex, high-value portfolios. You'll have a voice in the advice process, genuine autonomy, and a package that reflects your expertise. The Opportunity Client-facing, join advisers in meetings, help shape the financial plan, and see the results of your work first-hand Complex work, HNW and UHNW clients, often £1m+ portfolios, with interesting technical challenges Real progression, pathway to Chartered status and potential adviser role if desired High autonomy, trusted to manage your own workload and contribute to advice strategies Premium support, admin team handles the paperwork so you can focus on planning and research Your Package £38,000 - £50,000 salary (DOE) Quarterly bonus scheme (10%) Private medical insurance 8% pension 28 days holiday stats Funded qualifications all the way to Chartered Hybrid working - 2 days from home after probation Modern offices in central Belfast Your Role Attend and contribute to client meetings Prepare detailed, bespoke financial plans and suitability reports Conduct technical research across pensions, investments, IHT, and protection Collaborate closely with advisers to deliver exceptional client outcomes What We're Looking For 3+ years' paraplanning experience (report writing essential) Diploma-qualified (Chartered support available) Confident communicator, comfortable in client meetings Technically strong, with an eye for detail and problem-solving
About Us We're a directly authorised, fully independent financial planning firm committed to giving advisers the freedom, tools, and support they need to thrive. With paraplanning and admin included, you'll have the time and resources to focus on what matters most - your clients. What We Offer Generous 75:25 split, giving you more of what you earn Full client ownership retained, your clients are yours, now and in the future Paraplanning & admin support included, spend your time advising, not chasing paperwork Fully independent & directly authorised, and privately owned so no restrictive panels or tied products Supportive, professional team, you run your business, we've got your back Who We're Looking For Experienced financial planner/adviser with a proven client base Confident building and maintaining client relationships Comfortable working on a self-employed basis with uncapped earning potential Committed to delivering truly independent, client-focused advice The Opportunity If you're an adviser who values autonomy, client ownership, and genuine independence, this role gives you everything you need to run and grow your business with confidence. You'll benefit from a generous split, back-office support, and the freedom to advise without restrictions.
Sep 01, 2025
Full time
About Us We're a directly authorised, fully independent financial planning firm committed to giving advisers the freedom, tools, and support they need to thrive. With paraplanning and admin included, you'll have the time and resources to focus on what matters most - your clients. What We Offer Generous 75:25 split, giving you more of what you earn Full client ownership retained, your clients are yours, now and in the future Paraplanning & admin support included, spend your time advising, not chasing paperwork Fully independent & directly authorised, and privately owned so no restrictive panels or tied products Supportive, professional team, you run your business, we've got your back Who We're Looking For Experienced financial planner/adviser with a proven client base Confident building and maintaining client relationships Comfortable working on a self-employed basis with uncapped earning potential Committed to delivering truly independent, client-focused advice The Opportunity If you're an adviser who values autonomy, client ownership, and genuine independence, this role gives you everything you need to run and grow your business with confidence. You'll benefit from a generous split, back-office support, and the freedom to advise without restrictions.