Paraplanner

1 month ago

Belfast, United Kingdom mbf Full time

Job Advert: Paraplanner

Location: Belfast


About the Employer

Our client is a global leader in wealth management & Private Banking, renowned for delivering bespoke financial solutions to high-net-worth and ultra-high-net-worth clients. With over a century of experience, the organisation is committed to excellence, innovation, and client-centricity, offering tailored solutions that empower clients to achieve their financial aspirations.


The Opportunity

This is a unique chance to join a globally respected wealth management firm in their Wealth Planning team, based in Belfast. As a Paraplanner, you will provide vital technical and planning support to deliver exceptional, holistic financial planning services to UHNW clients with complex needs.


Responsibilities

  • Draft and deliver comprehensive suitability letters, ensuring the effective implementation of tailored financial solutions.
  • Provide technical financial planning support, including cash flow modelling and analysis of existing client structures.
  • Participate in client meetings to capture detailed insights and support complex financial planning discussions.
  • Accurately maintain client records using a Client Relationship Management (CRM) system.
  • Collaborate with the broader Wealth Planning function and internal teams to enhance client outcomes.
  • Contribute to internal initiatives and projects to refine client service propositions.
  • Ensure compliance with regulatory frameworks, internal policies, and conduct risk standards.


Key Qualifications & Skills

  • Financial planning qualifications (e.g., CII Diploma or higher).
  • At least two years of paraplanning experience within a financial advisory setting.
  • Proficiency in Microsoft Office, particularly Excel and Word.
  • Experience with financial planning tools like Voyant Advisor (preferred but not essential).
  • A client-centric mindset with excellent communication skills and exceptional attention to detail.
  • Energetic, resourceful, and forward-thinking problem solver.


What We Offer

  • Flexible Working: Up to three days per week working from home.
  • Market-Leading Salary: Competitive and tailored to your skills, qualifications, and experience.
  • Exceptional Benefits Package:
  • Annual bonus, pension, stock options, private medical and dental insurance, life insurance, and generous holiday allowance.


Our Culture

The organization fosters a culture of respect, openness, and entrepreneurial spirit. The team is passionate about delivering outstanding client outcomes and cultivating an environment of continuous improvement and collaboration.

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