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Paraplanner (Belfast)

Job description

My client, who is a highly regarded national firm, is currently looking for an experienced Paraplanner to join their business in Belfast.


  • To prepare written advice and provide technical research services to a team of Advisors and Partners
  • To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner
  • Regularly participate in team meetings, including highlighting issues and owning actions through to resolution
  • Assist with any new business initiatives, as required
  • Proactive in suggesting improvements for the continuing progression of the team and Company
  • Strong technical knowledge and research of financial services products
  • Relevant experience in a Wealth Management environment
  • Effective communication, both verbally and in writing
  • Effective drafting of client advice
  • Ability to attend client meetings


  • Must be Diploma level (or equivalent) and looking to work towards Chartered status
  • The candidate must have full paraplanning experience
  • Experience in a fee based environment
  • Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser
  • Experience in report writing and research (ideally pre-sale)
  • Able to deal with a fast pace and high pressure workload and need to not be afraid to challenge

You must have paraplanning experience and be minimum diploma (or almost there)

In return you will receive a great opportunity with career progression, a well known stable and flourishing firm and an excellent benefits package including working from home benefits.

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