Paraplanner - Wealth Management - Belfast

Rothstein Recruitment; Belfast City District; Vor Ort; GBP 28.000 - 42.000; Vollzeit

Zusammenfassung

Rothstein Recruitment is seeking a Paraplanner to join a prestigious wealth management business in Belfast. You will support experienced Wealth Planners in delivering holistic financial planning solutions to HNW and UHNW clients, gaining exposure to complex planning across retirement, tax, estate and investments.

You will collaborate with Wealth Managers and specialist teams, ensuring high-quality client reporting, strong compliance with FCA regulations, and efficient implementation of

Qualifikationen

• Minimum 2 years' experience supporting financial planners.
• CII Diploma or equivalent preferred.
• Strong knowledge of cashflow modelling and client suitability reporting.
• Experience with CRM systems and maintaining client and planning records.
• Proficiency in Excel and Word.
• Experience with Voyant Advisor or other financial planning software would be advantageous.
• Excellent written and verbal communication skills.
• Strong attention to detail, organisational skills and ability to manage multiple priorities effectively.
• Client-focused mindset and collaborative approach across teams.

Aufgaben

• Support Wealth Planners in delivering comprehensive financial planning advice to HNW and UHNW clients.
• Draft clear and detailed suitability reports and recommendation letters for clients.
• Assist with implementation processes and coordinate with internal support teams to ensure efficient execution of client recommendations.
• Prepare for and attend client meetings, taking detailed meeting notes and conducting technical follow-up where required.
• Conduct technical financial planning analysis, including cashflow modelling and reviews of existing financial structures.
• Maintain accurate client records and case management activity within the firm's CRM systems.
• Contribute to projects and initiatives aimed at improving client service, operational efficiency and the overall wealth planning proposition.
• Collaborate with Wealth Managers, Wealth Planners and specialist teams to deliver integrated solutions that meet client objectives.
• Ensure all activities are conducted in line with FCA regulations, internal policies and compliance requirements.
• Support clients and stakeholders across multiple locations and jurisdictions as required.

Kenntnisse

Communication

Attention to detail

Organisational skills

Team collaboration

Time management

Ausbildung

CII Diploma (or equivalent)

Tools

Voyant Advisor

CRM systems

Excel

Word

Jobbeschreibung

Paraplanner - Wealth Management - Belfast

Excellent opportunity opens for a paraplanner to join a highly regarded wealth management business, supporting experienced Wealth Planners in delivering holistic financial planning solutions to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. The role provides broad exposure to complex wealth structuring, financial planning, client advisory work and cross-functional collaboration, making it an excellent platform for further progression within wealth planning.

You will work closely with Wealth Managers and Wealth Planners, gaining exposure to sophisticated client situations across retirement, tax, estate and investment planning, while developing your technical expertise and client-facing capabilities.

Main Responsibilities

• Support Wealth Planners in delivering comprehensive financial planning advice to HNW and UHNW clients.
• Draft clear and detailed suitability reports and recommendation letters for clients.
• Assist with implementation processes and coordinate with internal support teams to ensure efficient execution of client recommendations.
• Prepare for and attend client meetings, taking detailed meeting notes and conducting technical follow-up where required.
• Conduct technical financial planning analysis, including cashflow modelling and reviews of existing financial structures.
• Maintain accurate client records and case management activity within the firm's CRM systems.
• Contribute to projects and initiatives aimed at improving client service, operational efficiency and the overall wealth planning proposition.
• Collaborate with Wealth Managers, Wealth Planners and specialist teams to deliver integrated solutions that meet client objectives.
• Ensure all activities are conducted in line with FCA regulations, internal policies and compliance requirements.
• Support clients and stakeholders across multiple locations and jurisdictions as required.

Key Requirements

• Minimum of 2 years' experience supporting financial planners, ideally in a paraplanning or wealth planning role within a financial advisory or wealth management environment.
• Basic financial planning qualifications required, with CII Diploma (or equivalent) preferred.
• Strong technical knowledge of financial planning concepts, including cashflow modelling and client suitability reporting.
• Experience using CRM systems and maintaining accurate client and planning records.
• Proficiency in Microsoft Office, particularly Excel and Word.
• Experience with Voyant Advisor or other financial planning software would be advantageous.
• Excellent written and verbal communication skills, with the ability to present complex information clearly and professionally.
• Strong attention to detail, organisational skills and ability to manage multiple priorities effectively.
• Client-focused mindset, strong work ethic and a genuine desire to develop a career within wealth planning.
• Collaborative approach and ability to work effectively across multiple teams and stakeholders