Paraplanner

Hunter Savage; Antrim; Hybrid; GBP 29.000 - 42.000; Vollzeit

Benefits dieser Stelle

Support with Chartered status and exam funding

Collaborative culture

Long-term progression opportunities

Zusammenfassung

A leading financial planning firm in Northern Ireland is looking for an experienced Paraplanner to join their team. This role involves supporting Financial Planners in delivering bespoke advice, preparing financial plans, and participating in client meetings. The ideal candidate should have a diploma in financial planning and strong technical knowledge of financial products. Competitive salary and hybrid working options available.

Qualifikationen

• Minimum 2 years' experience in a Paraplanner role.
• Strong technical knowledge of financial planning products and platforms.
• Desire to achieve Chartered status and ongoing CPD compliance.
• Proficient in Microsoft Office and financial planning software (e.g. Voyant, Intelliflo)
• Analytical, detail-oriented, and confident with complex financial data
• Excellent communicator with strong written and interpersonal skills
• Able to manage own workload, prioritise effectively, and work independently
• Desire to achieve Chartered status and ongoing CPD compliance

Aufgaben

• Support Financial Planners with all aspects of client servicing.
• Attend client meetings and assist with technical queries.
• Prepare draft net worth statements and financial plans.
• Prepare draft net worth statements, cash flow forecasts, and financial plans
• Conduct product research, platform analysis, and technical due diligence
• Write clear, accurate, and compliant suitability reports
• Liaise with providers and client advisers (legal/tax) as needed
• Support implementation of recommendations and assist in annual reviews
• Stay up to date with regulatory and market changes
• Participate in internal investment committee meetings and team collaboration

Kenntnisse

Technical knowledge of financial planning products

Proficient in Microsoft Office

Analytical skills

Communication skills

Data accuracy

Ausbildung

Diploma in Financial Planning (Level 4)

Tools

Financial planning software (e.g. Voyant, Intelliflo)

Intelliflo

Microsoft Office

Jobbeschreibung

Overview

We are hiring for our client, a highly respected financial planning firm, who are seeking an experienced Paraplanner to join their growing team. This is a brilliant opportunity for a technically skilled professional who wants to work alongside Financial Planners to deliver bespoke advice and strategic planning support to a loyal and growing client base.

This Paraplanner role offers variety, real client-facing exposure, and strong professional development pathways within a high-quality financial planning environment.

Top 3 Things to Know About this Job

• Work closely with Financial Planners and attend client meetings
• Strong technical focus across cashflow forecasting, research, and report writing
• Hybrid flexibility, professional growth, and Chartered support

The Role

• Support Financial Planners with all aspects of client servicing, planning, and review
• Attend client meetings and assist with technical queries
• Gather and maintain client data, including accurate compliance and documentation
• Prepare draft net worth statements, cash flow forecasts, and financial plans
• Conduct product research, platform analysis, and technical due diligence
• Write clear, accurate, and compliant suitability reports
• Liaise with providers and client advisers (legal/tax) as needed
• Support implementation of recommendations and assist in annual reviews
• Stay up to date with regulatory and market changes
• Participate in internal investment committee meetings and team collaboration

The Person

• Minimum 2 years' experience in a Paraplanner role
• Diploma in Financial Planning (Level 4) - essential
• Strong technical knowledge of financial planning products and platforms
• Proficient in Microsoft Office and financial planning software (e.g. Voyant, Intelliflo)
• Analytical, detail-oriented, and confident with complex financial data
• Excellent communicator with strong written and interpersonal skills
• Able to manage own workload, prioritise effectively, and work independently
• Desire to achieve Chartered status and ongoing CPD compliance

The Rewards

• Competitive salary (based on experience)
• Support with Chartered status and exam funding
• Hybrid working structure available
• Strong internal support team and collaborative culture
• Long-term progression and development opportunities