Hybrid Paraplanner – Growth Path with Study Support

Recruit Wealth Ltd; Belfast City District; Hybrid; GBP 30,000 - 48,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Hybrid/flexible working

Full study support for professional >

Adviser Academy and clear career paths

Staff recognition and awards

Job summary

Recruit Wealth Ltd in Belfast is seeking a talented Paraplanner to join our regional hub. You will work with Financial Planners to deliver high quality, personalised financial planning solutions for clients.

This is a collaborative, high performing team where paraplanners are valued as a key part of the advice process, with hybrid/flexible working, full study support for professional qualifications and a clear career progression pathway.

Qualifications

• Paraplanning experience within financial advice.
• Diploma qualified and willing to study further.
• Experience with Intelligent Office is highly desirable.
• Strong analytical and research skills.
• Excellent attention to detail and organisational ability.
• Ability to manage multiple priorities with confidence.
• Outstanding communication and teamwork skills.
• Strong IT skills: Word, Excel and PowerPoint.

Responsibilities

• Producing high quality suitability reports.
• Conducting detailed research on financial products and strategies.
• Supporting Financial Planners with client reviews and planning needs.
• Acting as technical support contact for planners and clients.
• Submitting applications to providers and managing documentation.
• Maintaining accurate, compliant client records.
• Ensuring all work complies with FCA and internal standards.

Skills

Paraplanning experience

Analytical skills

Attention to detail

Organisational ability

Multitasking

Communication & teamwork

Word, Excel, PowerPoint

Education

Diploma qualified

Tools

Intelligent Office

Job description

Recruit Wealth Ltd in Belfast is seeking a talented Paraplanner to join our regional hub. You will work with Financial Planners to deliver high quality, personalised financial planning solutions for clients.

This is a collaborative, high performing team where paraplanners are valued as a key part of the advice process, with hybrid/flexible working, full study support for professional qualifications and a clear career progression pathway.