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.