Paraplanner

Davy; Belfast; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading wealth management firm in Belfast seeks an experienced Paraplanner to support Wealth Managers by providing investment and retirement planning solutions. The role requires a minimum of 4 years of experience, knowledge of protection, pensions, investments, and estate planning, plus proficiency in data analysis and Microsoft Office tools. Ideal candidates will actively contribute to a client-first culture and a positive team environment. This full-time position offers a competitive salary and excellent benefits including a city-center location and access to an onsite gym.

Benefits

Free access to onsite gym

Performance related bonuses

Investment in further education

Impressive social calendar

Qualifications

• Must be working towards Chartered status, ideally already Level 6 qualified.
• A minimum of 4 years Paraplanning experience.
• Confident proactive self-starter with a can-do attitude.
• Demonstrated detailed knowledge of protection, pensions, investments and estate planning.
• Proficient in data analytics and advanced in Excel, Word, and PowerPoint.
• Strong organisational, communication and interpersonal skills.
• Team player that understands success is achieved together.

Responsibilities

• Assist Wealth Managers in recommending suitable investment and retirement solutions.
• Research and prepare advice on protection products.
• Produce clear and detailed reports for clients.
• Act as First Line of Defence for client issues.
• Manage and plan workflow effectively.
• Interpret data and agree actions post meetings.
• Ensure timely and accurate implementation of agreed client actions.
• Develop relationships with product providers.
• Provide technical support and mentorship to junior team members.
• Deliver timely and accurate client information.
• Maintain positive relationships with stakeholders.

Skills

Chartered status

Knowledge of protection

Knowledge of pensions

Knowledge of investments

Knowledge of estate planning

Data analytics

Advanced Excel

Interpersonal skills

Communication skills

Organisational skills

Education

Level 6 qualification

Job description

At Davy, it’s the unique talents of all our people that have been the foundations of our success for almost 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future.

At Davy, you are the difference.

Established in 2007, Davy Private Clients UK is the leading provider of wealth management services to our clients in Northern Ireland. In this ever-evolving industry we are pioneering new and exciting ways of delivering a highly personal and professional service to our enviable and expanding client base.

Why work with us

There are lots of benefits to working at Davy. Our city centre location, free access to our onsite gym and fitness studio, impressive social calendar, clear CSR programme, performance related bonuses, and investment in your further education demonstrate the value we place in developing and rewarding our staff. But above all, we have a clearly defined purpose and culture which guide everything we do. We hope more than anything else that it is our diverse, welcoming, and positive environment that makes Davy such a great team to be part of. Please note this role is full time based in Belfast.

About the role

You will be part of our Paraplanning Team and work collaboratively within the wider POD structure, made up of a small number of Advisers, Paraplanners and Financial Services Admin support.

As a Paraplanner you will already have a broad understanding of the core Financial Planning solutions and you will have the opportunity to build your knowledge through exposure to complex client circumstances. You will produce robust financial plans and analytical information.

Key Responsibilities

• Assist our Wealth Managers in recommending suitable investment and retirement planning solutions to meet a client’s needs within their agreed risk tolerance
• Research and prepare advice on protection products to meet specific client needs
• Produce clear, accurate and detailed reports for clients that meet both internal quality standards and external regulatory standards
• Act as First Line of Defence, raising issues that may impact the client/company
• Be responsible for managing and planning workflow
• Interpret data and agree actions following Wealth Manager/client meetings
• Work closely with administrators/colleagues, in a team environment, to ensure timely and accurate implementation of agreed actions arising from client meetings
• Develop relationships with product providers to facilitate the smooth processing of new business
• Provide technical support to other members of the team with a view to mentoring and developing junior talent
• Prepare timely and accurate information and documentation to ensure client reviews and valuations are delivered within agreed time frames
• Have a ‘client first’ approach to all that you do as our clients’ success is our success
• Maintain a positive working relationship with internal and external stakeholders and communicate in a friendly, confident and professional manner

• Must be working towards Chartered status, ideally already Level 6 qualified
• A minimum of 4 years Paraplanning experience
• Confident pro-active self-starter with a can-do attitude, who can work on their own initiative and meet tight deadlines.
• Must be able to demonstrate detailed knowledge of protection, pensions, investments and estate planning
• Proficient data analytical and advanced Excel, Word capability and PowerPoint
• Strong organisational, communication and interpersonal skills
• Should be a strong team player that understands success is achieved together

We are looking for candidates that fit in with our Davy Culture and Values.

Client Success – We build sustainable worth. We always put our clients first with understanding, expertise and care. Every Davy person plays a critical role in delivering this promise.

One Davy – We step up and go the extra mile for each other as well as our clients. We welcome diverse contributions and perspectives. Together we make the difference.

Proud Legacy – We have the responsibility to build an enduring business for the future and to inspire and empower our people to make a positive difference.

Davy is an equal opportunities employer, and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received.

Davy Group is a member of the Bank of Ireland Group.