Paraplanner

Recruit Wealth Limited; Belfast; Hybrid; GBP 38,000 - 42,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Option to purchase up to 5 additional days holiday

Birthday off

Quarterly paraplanning bonus scheme

Annual salary reviews

Full study support for professional qualifications

Hybrid/flexible working

Private pension

Life assurance

Corporate eye-care cover

Job summary

Recruit Wealth Limited is seeking a talented Paraplanner to join their Belfast team. In this integral role, you will support Financial Planners, producing high-quality suitability reports and conducting thorough research on financial products. The ideal candidate will have previous paraplanning experience and be diploma qualified, ideally with experience in Intelligent Office. This position offers a hybrid working model and several benefits, including a quarterly bonus scheme and professional development support.

Qualifications

• Previous paraplanning experience with financial advice.
• Willingness to study further for professional qualifications.
• Strong attention to detail and organizational ability.

Responsibilities

• Produce high quality suitability reports.
• Conduct detailed research on financial products and strategies.
• Support Financial Planners with client reviews.

Skills

Paraplanning experience

Analytical skills

Research skills

Communication skills

IT skills (Word, Excel, PowerPoint)

Education

Diploma qualified

Tools

Intelligent Office

Job description

Paraplanner

Recruit Wealth is delighted to represent one of the UK’s fastest growing and most highly regarded national financial planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services.

Due to continued growth, a new opportunity has been created for a talented Paraplanner to join the Belfast regional hub.

The Role

As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.

Your Responsibilities Will Include

• Producing high quality suitability reports
• Conducting detailed research on financial products, providers and strategies
• Supporting Financial Planners with client reviews and ongoing planning needs
• Acting as a technical support contact for the financial planner and client queries
• Submitting applications to providers and managing documentation
• Maintaining accurate, compliant and well‑presented client records
• Ensuring all work is completed in line with FCA and internal compliance standards

About You

You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team.

Ideally You Will Have

• Previous paraplanning experience with financial advice
• Diploma qualified and willing to study further
• Experience with Intelligent Office, highly desirable
• Strong analytical and research skills
• Excellent attention to detail and organisational ability
• The confidence to manage multiple priorities effectively
• Outstanding communication and teamwork skills
• Strong IT skills including Word, Excel and PowerPoint

What’s On Offer

This business is passionate about investing in its people and supporting long‑term careers within financial planning.

Benefits Include

• 25 days holiday + bank holidays
• Option to purchase up to 5 additional days holiday
• Your birthday off
• Quarterly paraplanning bonus scheme
• Annual salary reviews
• Full study support for professional qualifications, CPD
• Adviser Academy and clear career progression pathways
• Staff recognition and annual awards
• Hybrid/flexible working
• Private pension
• Life assurance
• Corporate eye‑care cover

Location: Belfast, Northern Ireland – Hybrid Working

Salary: £38,000 – £42,000 per year

Job type: Permanent

Posted: 13/03/2026