Paraplanner

Recruit Wealth Ltd; Belfast City District; Hybrid; GBP 30,000 - 48,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Hybrid/flexible working

Full study support for professional >

Adviser Academy and clear career paths

Staff recognition and awards

Job summary

Recruit Wealth Ltd in Belfast is seeking a talented Paraplanner to join our regional hub. You will work with Financial Planners to deliver high quality, personalised financial planning solutions for clients.

This is a collaborative, high performing team where paraplanners are valued as a key part of the advice process, with hybrid/flexible working, full study support for professional qualifications and a clear career progression pathway.

Qualifications

• Paraplanning experience within financial advice.
• Diploma qualified and willing to study further.
• Experience with Intelligent Office is highly desirable.
• Strong analytical and research skills.
• Excellent attention to detail and organisational ability.
• Ability to manage multiple priorities with confidence.
• Outstanding communication and teamwork skills.
• Strong IT skills: Word, Excel and PowerPoint.

Responsibilities

• Producing high quality suitability reports.
• Conducting detailed research on financial products and strategies.
• Supporting Financial Planners with client reviews and planning needs.
• Acting as technical support contact for planners and clients.
• Submitting applications to providers and managing documentation.
• Maintaining accurate, compliant client records.
• Ensuring all work complies with FCA and internal standards.

Skills

Paraplanning experience

Analytical skills

Attention to detail

Organisational ability

Multitasking

Communication & teamwork

Word, Excel, PowerPoint

Education

Diploma qualified

Tools

Intelligent Office

Job description

This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the perfect time to join.

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

This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients.

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
• Ideally Diploma qualified and willing to study futher
• 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

The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers.