Job Description
Paraplanner - BelfastSalary: Up to £40,000 + BenefitsLocation: Belfast Harbour Estate (near Holywood Exchange)Employment Type: Full-time, predominantly office-based
We are representing a highly respected, growing financial services organisation in their search for an experienced Paraplanner to join their Belfast office. This is a great opportunity to become an integral part of a professional, supportive team while working in a role that offers both variety and progression opportunities.
The Role:Working closely with advisers and other paraplanners, you will provide high-quality technical and administrative support, ensuring that clients receive accurate, compliant, and timely advice. Your responsibilities will include:
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Preparing client reports, valuations, and quotations
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Researching and analysing financial data to build tailored recommendations
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Producing clear, accurate, and professional advice reports for complex cases
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Updating systems and maintaining accurate client records
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Liaising directly with clients, both over the phone and face-to-face
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Collaborating with advisers to ensure smooth delivery of services
Skills & Experience Required:
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Diploma in Regulated Financial Planning (or working towards)
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Proven experience as a paraplanner or in a similar technical support role within financial services
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Strong analytical and problem-solving skills
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Excellent written and verbal communication abilities
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High level of technical knowledge and attention to detail
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Ability to build strong working relationships with clients and internal stakeholders
Benefits:
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Salary up to £40,000 (depending on experience)
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Company pension scheme
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Death in service benefit
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25 days annual leave + birthday off
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Flexible benefits package
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Option to purchase additional holidays
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Enhanced family-friendly policies
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Cycle-to-work scheme
Career Development:This role offers a clear career pathway, with opportunities to progress to Senior Paraplanner and beyond. You'll be supported with ongoing training and development to enhance your skills and qualifications.
