Part-time Paraplanner

About the Role

This position is with a wealth management company that prioritizes comprehensive financial planning, focusing on clients' goals, values, and unique life situations to develop tailored and practical financial strategies for sustainable well-being. Situated in a modern office in Belfast, the paraplanner will support advisers and administrative staff in delivering high-quality financial planning services, ensuring client plans align with long-term objectives through technical expertise.

Key Responsibilities

• Assist advisers in preparing detailed financial planning documentation and reports.
• Provide technical support related to client financial solutions.
• Utilize financial planning platforms and cashflow modelling tools effectively.
• Collaborate with the team to maintain accurate and compliant client records.

Candidate Requirements

• Demonstrated experience within advisory or wealth management sectors.
• Previous role as a paraplanner producing diverse reports.
• Strong knowledge of financial products including investments and pensions.
• Familiarity with financial planning software and cashflow modelling capabilities.

Compensation and Benefits

• Annual salary ranging between £35,000 and £45,000.
• Working hours from 9 AM to 5 PM.
• Flexible for part-time or full-time applicants.
• Contributory pension scheme available.
• Supportive work environment fostering professional growth and collaboration.
• Free on-street parking at the office location.
• Opportunities to pursue Level 4 diploma qualifications.

Additional Information

If you are interested but feel this role may not perfectly suit your profile, please reach out as other positions across financial planning are available. Referral incentives are offered; a £200 reward is granted when a referred candidate successfully secures a role through the company.