Paraplanner — Client-Facing, Tech-Driven Financial Planning

Hunter Savage; Antrim; Hybrid; GBP 29,000 - 42,000; Full time

Benefits offered by this job

Support with Chartered status and exam funding

Collaborative culture

Long-term progression opportunities

Job summary

A leading financial planning firm in Northern Ireland is looking for an experienced Paraplanner to join their team. This role involves supporting Financial Planners in delivering bespoke advice, preparing financial plans, and participating in client meetings. The ideal candidate should have a diploma in financial planning and strong technical knowledge of financial products. Competitive salary and hybrid working options available.

Qualifications

• Minimum 2 years' experience in a Paraplanner role.
• Strong technical knowledge of financial planning products and platforms.
• Desire to achieve Chartered status and ongoing CPD compliance.

Responsibilities

• Support Financial Planners with all aspects of client servicing.
• Attend client meetings and assist with technical queries.
• Prepare draft net worth statements and financial plans.

Skills

Technical knowledge of financial planning products

Proficient in Microsoft Office

Analytical skills

Communication skills

Education

Diploma in Financial Planning (Level 4)

Tools

Financial planning software (e.g. Voyant, Intelliflo)

Job description

A leading financial planning firm in Northern Ireland is looking for an experienced Paraplanner to join their team. This role involves supporting Financial Planners in delivering bespoke advice, preparing financial plans, and participating in client meetings. The ideal candidate should have a diploma in financial planning and strong technical knowledge of financial products. Competitive salary and hybrid working options available.