Paraplanner - #2105720

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

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

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