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Paraplanner (Exclusive)
Employer undisclosedRole managed by a recruiter
Paraplanner role in a chartered financial planning firm in Belfast, responsible for creating and delivering financial advice, product research, and report writing.
20d ago
£35,000 - £40,000
Junior (1-3 years), Intermediate (4-7 years)
Full Time
Belfast, Northern Ireland, United Kingdom
Office Full-Time
Role
What you would be doing
meeting notes
client meetings
stakeholder liaison
client advice
- Prepare meeting notes & conduct research
- Attending client meetings when required
- Liaise with key stakeholders to deliver income objectives
- Working with advisers to create and deliver high-quality advice to clients
What you bring
financial planning
paraplanning
it skills
report writing
communication
product research
Paraplanner - Belfast area (Exclusive)
- 4x DIS
- Level 4 Diploma in Financial Planning
- Strong report writing experience
- Strong IT skills
- Technical paraplanning in areas such as pensions, SIPP/SSAS, Inheritance tax (IHT), Commercial property purchases & more
- Product research and suitability reporting and report writing
- Paraplanning experience in an IFA environment
- Strong communication skills
- Free parking
- Early Friday finishes
- 25 days holidays + stats
- £35,000 - £40,000 base salary (D.O.E) + extensive benefits
- Funded professional qualifications
Information not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearance- background checks may be conducted for the successful candidate
Your recruiter
Your recruiting firm
- Grew from a small start‑up into a global recruitment partner, expanding across the UK, Ireland, US and Europe.
- Handles a diverse portfolio of projects—from sourcing top IT talent to engineering and finance specialists for multinational firms.
- Focuses on technical & engineering, IT & digital, accountancy & financial services, sales & marketing, and HR & legal sectors.
- Operates a boutique, founder‑led model that adapts to client needs with agility and deep industry insight.
- Delivers tailored recruitment solutions for sectors like software development, engineering, finance and corporate services.
- Known for a reputation built on personalized service, hands‑on leadership and a willingness to tackle tough talent challenges.
- Unusual for a recruitment firm, it maintains a strong ethical stance, often directly mentoring candidates and clients alike.
- Regularly pioneers new recruitment approaches, blending traditional headhunting with consultative strategy and regional expertise.
- Continues to carve a niche by balancing ambitious growth with a personalised, relationship‑driven approach.
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