Wealth Planning Administrator - Support Adviser Excellence

Eden Rose; Belfast City District; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Pension contribution

Supportive team culture

Study toward Level 4 diploma

Job summary

Eden Rose in Belfast is seeking a Financial Planning Administrator to support advisers and a paraplanner in delivering tailored financial planning services. You will ensure client solutions align with long-term goals and maintain technical accuracy.

The role offers up to £40,000, with flexibility for part-time or full-time work, and includes pension contributions and opportunities to study toward the Level 4 diploma in Financial Planning.

Qualifications

• Proven experience within an advisory or wealth management environment.
• Prior experience with supporting an adviser
• Good understanding of financial products – investment & pensions
• Proficient in using financial planning platforms

Responsibilities

• Support advisers and a paraplanner to deliver financial planning services.
• Use technical expertise to help ensure all client solutions are aligned with long-term objectives.

Skills

Wealth management experience

Adviser support experience

Financial product knowledge

Planning platforms proficiency

Education

Level 4 Diploma in Financial Planning

Tools

Financial planning platforms

Job description

Eden Rose in Belfast is seeking a Financial Planning Administrator to support advisers and a paraplanner in delivering tailored financial planning services. You will ensure client solutions align with long-term goals and maintain technical accuracy.

The role offers up to £40,000, with flexibility for part-time or full-time work, and includes pension contributions and opportunities to study toward the Level 4 diploma in Financial Planning.