Paraplanner

Additional Resources; Belfast; On-site; GBP 30,000 - 40,000; Full time

Job summary

A reputable financial advisory firm in Belfast is seeking a Paraplanner to lead the client support team and provide tailored financial guidance. This role requires at least 2 years of financial services experience and strong leadership skills. The firm offers a competitive salary between £30,000 and £40,000 along with generous benefits, including professional development support and a collaborative working culture.

Benefits

Competitive salary

Generous holiday entitlement

Professional development support

Company pension

Wellbeing initiatives

Enhanced family leave policies

Regular company events

Qualifications

• At least 2 years of experience in financial services.
• Proven ability to lead teams and manage multiple priorities effectively.
• Strong background in pensions, investments, insurance, or wealth management.

Responsibilities

• Leading, mentoring, and developing the client support team.
• Allocating and monitoring workloads to ensure deadlines are achieved.
• Managing complex or high-priority client administration tasks.

Skills

Financial services administration

Team leadership

Organisational skills

Attention to detail

Communication

Job description

Overview

An opportunity Has Arisen for a Paraplanner to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.

As a Paraplanner, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.

This full-time permanent role offers benefits and a salary range of £30,000 – £40,000.

Responsibilities

• Leading, mentoring, and developing the client support team.
• Allocating and monitoring workloads to ensure deadlines are achieved.
• Managing complex or high-priority client administration tasks directly.
• Overseeing onboarding, annual reviews, and day-to-day service delivery.
• Acting as the main operational point of contact between advisers and paraplanners.
• Monitoring workflow and addressing bottlenecks before they escalate.
• Maintaining compliance and ensuring quality standards are met.
• Driving continuous improvement across systems and processes.
• (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.

What We Are Looking For

• Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant or in a similar role.
• At least 2 years of experience in financial services
• A strong background in financial services administration (pensions, investments, insurance, or wealth management).
• Proven ability to lead teams and manage multiple priorities effectively.
• Excellent attention to detail and accuracy in all tasks.
• Strong organisational skills and effective communication.

What’s on Offer

• Competitive salary
• Generous holiday entitlement.
• Professional development and qualification support.
• Company pension and wellbeing initiatives.
• Enhanced family leave policies.
• Additional leave and regular company events.
• Supportive and collaborative working culture.

This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.