Paraplanner

4 days ago

Belfast, United Kingdom Hunter Savage Full time

Paraplanner

About the Company:
We're hiring for our client, a trusted financial planning firm that provides tailored advice to help clients achieve their goals - from protecting family income and funding education to building investments and planning for retirement. The business is known for its personal approach, long-term client relationships, and commitment to quality advice.

Top 3 Things to Know About this Job:

  1. Established, reputable financial planning firm with a supportive, professional team
  2. Varied workload across pensions, investments, and protection
  3. Hybrid working with excellent progression opportunities

Key Responsibilities:

  • Prepare detailed Financial Planning Reports for Advisers to present to clients
  • Conduct research and analysis on financial products and solutions to support tailored recommendations
  • Assist with client reviews and handle day-to-day client queries
  • Submit and monitor applications with product providers
  • Maintain accurate and compliant client records within the company's systems
  • Prepare client review packs, illustrations, and documentation as required
  • Keep up to date with financial products, legislation, and regulatory changes
  • Work in line with firm and industry guidelines, maintaining compliance and data integrity standards

Requirements:

  • Proven experience within a financial advice or wealth management firm, including report writing and technical support
  • Diploma-qualified (or working towards this) preferred, though strong paraplanning experience will also be considered
  • Excellent written and verbal communication skills with strong attention to detail
  • Analytical and problem-solving skills, with the ability to interpret complex information
  • Reliable, organised, and able to manage multiple tasks and deadlines
  • Team player with a professional and positive approach

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