Part-time Paraplanner

Eden Rose; Belfast City District; Hybrid; GBP 27,000 - 45,000; Full time

Benefits offered by this job

Hybrid work arrangement

Pension contribution

On-street parking (free)

Study toward Level 4 diploma

Job summary

Eden Rose in Belfast is seeking a Paraplanner to join a wealth management team in a hybrid setting. You will support advisers and an administrator, producing reports to help deliver tailored financial plans.

Based in a modern Belfast office, you’ll use your technical expertise on investments and pensions, applying planning platforms and cashflow modelling to ensure client solutions align with long-term objectives.

Qualifications

• Proven experience within an advisory or wealth management environment.
• Prior experience as a paraplanner, producing a range of reports.
• Good understanding of financial products – investment & pensions.
• Proficient in using financial planning platforms and cashflow modelling.

Responsibilities

• Based in a modern Belfast office, you’ll support the advisers and an administrator to deliver exceptional financial planning services.
• You’ll use your technical expertise to ensure all client solutions are aligned with their long-term objectives.

Skills

Wealth management experience

Paraplanner experience

Investment & pensions knowledge

Cashflow modelling

Financial planning platforms

Tools

Financial planning platforms

Cashflow modelling

Job description

Paraplanner
Belfast, hybrid
Up to £45,000 We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial well being.

Job Ref
90820
Location
Belfast
Salary
£35,000 - £45,000 Per Annum
Employment Type
Permanent

• Location: Belfast, Belfast
• Type: Permanent
• Job #90820
• Salary: £35,000 - £45,000 Per Annum

Paraplanner
Belfast, hybrid
Up to £45,000 We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial well being.

As a Paraplanner based in a modern Belfast office, you’ll play a key role in supporting the advisers and an administrator to deliver exceptional financial planning services. You’ll use your technical expertise to help ensure all client solutions are aligned with their long-term objectives.

Benefits

• Up to £45,000
• Hours: 9 to 5pm
• Open to part time or full time applicants
• Pension contribution
• A supportive and collaborative team culture that values growth and professional development.
• On street parking (free)
• Opportunities to study towards the Level 4 diploma

To Be Considered For This Adviser Support Position

• Proven experience within an advisory or wealth management environment.
• Prior experience as a paraplanner, producing a range of reports
• Good understanding of financial products - investment & pensions
• Proficient in using financial planning platforms and cashflow modelling

Job Synonyms: Paraplanner Technical Support, Financial Planning Associate, IFA Support, Report Writing