Paraplanner

IDEX Consulting; Belfast; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading national firm in Northern Ireland seeks an experienced Paraplanner eager to enhance their career through structured development and support. Candidates should possess strong technical knowledge in pensions, investments, and tax planning, along with excellent report-writing skills. Benefits include competitive salary, pension, and flexible working options.

Benefits

Competitive salary

Generous pension

Private health-care

Flexible/hybrid working

Performance bonuses

Qualifications

• Experience ideally at Level 4 Diploma qualified or working towards it.
• Strong knowledge of investments and tax planning.
• Excellent report-writing skills required.

Responsibilities

• Support Financial Planners with complex cases and bespoke reports.
• Engage in structured career development and progression.

Skills

Experience in paraplanning

Technical knowledge of pensions

Tax planning

Report-writing skills

Attention to detail

Proactive mindset

Education

Level 4 Diploma in Financial Planning

Job description

Are you a skilled Paraplanner looking to take your career to the next level? Do you want to work with a leading national firm that offers unrivalled career development and progression opportunities?

Why Join Them?

• Career Growth: Structured development programmes, funded qualifications (CII), and clear pathways to Adviser or Senior Paraplanner roles.
• High-Quality Work: Support a team of experienced Financial Planners with complex cases, bespoke reports, and top-tier client service.
• Great Benefits: Competitive salary, generous pension, private health-care, flexible/hybrid working, and performance bonuses.
• Vibrant Glasgow Office: Modern work-space in the heart of the city with a collaborative, supportive team culture.

What We're Looking For

• Experience in paraplanning (ideally Level 4 Diploma qualified or working towards it).
• Strong technical knowledge of pensions, investments, and tax planning.
• Excellent report-writing skills and attention to detail.
• A proactive mindset with a passion for professional growth.

Ready to Elevate Your Career?

If you're ambitious and ready to thrive in a dynamic, forward-thinking firm, we want to hear from you!

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.