Paraplanner in Belfast

Job description

Paraplanner – Belfast

Salary: Up to £40,000 + Benefits

Location: Belfast Harbour Estate (near Holywood Exchange)

Employment Type: Full-time, predominantly office-based

We are representing a highly respected, growing financial services organisation in their search for an experienced Paraplanner to join their Belfast office. This is a great opportunity to become an integral part of a professional, supportive team while working in a role that offers both variety and progression opportunities.

The Role:

Working closely with advisers and other paraplanners, you will provide high-quality technical and administrative support, ensuring that clients receive accurate, compliant, and timely advice. Your responsibilities will include:

• Preparing client reports, valuations, and quotations
• Researching and analysing financial data to build tailored recommendations
• Producing clear, accurate, and professional advice reports for complex cases
• Updating systems and maintaining accurate client records
• Liaising directly with clients, both over the phone and face-to-face
• Collaborating with advisers to ensure smooth delivery of services

Skills & Experience Required:

• Diploma in Regulated Financial Planning (or working towards)
• Proven experience as a paraplanner or in a similar technical support role within financial services
• Strong analytical and problem-solving skills
• Excellent written and verbal communication abilities
• High level of technical knowledge and attention to detail
• Ability to build strong working relationships with clients and internal stakeholders

Benefits:

• Salary up to £40,000 (depending on experience)
• Company pension scheme
• Death in service benefit
• 25 days annual leave + birthday off
• Flexible benefits package
• Option to purchase additional holidays
• Enhanced family-friendly policies
• Cycle-to-work scheme

Career Development:

This role offers a clear career pathway, with opportunities to progress to Senior Paraplanner and beyond. You’ll be supported with ongoing training and development to enhance your skills and qualifications.

Extra information

Status

Open

Education Level

Secondary School

Location

Belfast

Type of Contract

Part-time jobs

Published at

22-08-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English