Paraplanner

Hunter Savage; Belfast; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A trusted financial planning firm is seeking a Paraplanner to prepare detailed financial planning reports and assist with client queries. The successful candidate will have experience in financial advice or wealth management, with strong report writing and communication skills. This role offers a supportive team environment, hybrid working arrangements, and excellent progression opportunities.

Qualifications

• Proven experience in financial advice or wealth management.
• Familiarity with report writing and technical support.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare detailed Financial Planning Reports for Advisers.
• Conduct research and analysis on financial products.
• Assist with client reviews and handle day-to-day queries.

Skills

Report writing

Technical support

Communication skills

Analytical skills

Organizational skills

Team player

Education

Diploma qualification

Job description

Paraplanner

About the Company:
We’re hiring for our client, a trusted financial planning firm that provides tailored advice to help clients achieve their goals — from protecting family income and funding education to building investments and planning for retirement. The business is known for its personal approach, long-term client relationships, and commitment to quality advice.

Top 3 Things to Know About this Job:

1. Established, reputable financial planning firm with a supportive, professional team

2. Varied workload across pensions, investments, and protection

3. Hybrid working with excellent progression opportunities

Key Responsibilities:

• Prepare detailed Financial Planning Reports for Advisers to present to clients

• Conduct research and analysis on financial products and solutions to support tailored recommendations

• Assist with client reviews and handle day-to-day client queries

• Submit and monitor applications with product providers

• Maintain accurate and compliant client records within the company’s systems

• Prepare client review packs, illustrations, and documentation as required

• Keep up to date with financial products, legislation, and regulatory changes

• Work in line with firm and industry guidelines, maintaining compliance and data integrity standards

Requirements:

• Proven experience within a financial advice or wealth management firm, including report writing and technical support

• Diploma-qualified (or working towards this) preferred, though strong paraplanning experience will also be considered

• Excellent written and verbal communication skills with strong attention to detail

• Analytical and problem-solving skills, with the ability to interpret complex information

• Reliable, organised, and able to manage multiple tasks and deadlines

• Team player with a professional and positive approach