Paraplanner

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

Job summary

A leading financial planning firm seeks an experienced Paraplanner for a hybrid role based in Newry, Belfast, or Banbridge. This position supports financial advisers by delivering high-quality, compliant financial planning solutions, offering a competitive salary and clear career pathways in a collaborative environment.

Benefits

Competitive salary based on experience

Performance-related bonus structure

Hybrid working model

Clear career development pathway

Strong culture of collaboration and support

Qualifications

• Experience in a Paraplanner or technical support role in financial planning.
• Understanding of financial products and services (pensions, investments, protection).
• Proficient in cashflow planning tools and back-office systems.

Responsibilities

• Conduct product and provider research for advice delivery.
• Prepare compliant, client-specific analysis and suitability reports.
• Support advisers with cashflow planning and financial modelling.

Skills

Research skills

Communication

Attention to detail

Education

Level 4 Diploma in Financial Planning

Tools

Cashflow planning tools

Job description

Job Title: Paraplanner

Description:

We are hiring for our client, a highly successful and respected financial planning firm with offices across Newry, Belfast, and Banbridge, who are seeking to appoint an experienced Paraplanner. This is a fantastic opportunity to work in a collaborative, client-focused environment, supporting financial advisers in delivering high-quality, compliant financial planning solutions to clients across the region.

This Paraplanner role offers a hybrid structure, competitive salary package, and significant potential for long-term career growth within a forward-thinking organisation.

Top 3 Things to Know About this Job:

1. Market leading salary package with hybrid working
2. Key client interaction and responsibility
3. Well-established and expanding financial services firm with offices in Newry, Belfast, and Banbridge

The Rewards:

• Highly competitive salary (based on experience)
• Lucrative performance-related bonus structure
• Hybrid working model across Newry, Belfast, or Banbridge
• Clear long-term career development pathway
• Strong culture of collaboration, support, and continuous improvement

The Role:

• Conduct product and provider research to support high-quality advice delivery
• Prepare compliant, client-specific analysis and suitability reports
• Support advisers with technical planning using cashflow tools and financial modelling
• Ensure documentation and files meet internal compliance and FCA standards
• Submit and process new business applications and liaise with product providers
• Attend client meetings alongside advisers as required
• Provide ongoing assistance in maintaining strong client relationships
• Maintain up-to-date knowledge of financial services products and regulations
• Play a role in strategic project work, adviser support and improving business efficiencies

The Person:

• Previous experience in a Paraplanner or technical support role within a financial planning firm
• Strong understanding of financial products and services including pensions, investments, and protection
• Confident using cashflow planning tools and back-office systems
• Excellent communication and interpersonal skills
• Ability to manage own workload, work to deadlines, and demonstrate strong attention to detail
• Professional and discreet with a commitment to confidentiality
• Level 4 Diploma in Financial Planning or working towards (desirable)