Paraplanner – Independent Financial Planning firm | Belfast
Are you a detail-driven Paraplanner looking to join a supportive, growing firm where your technical expertise truly makes an impact?
We’re a highly regarded independent financial planning practice based in Belfast, focused on delivering clear, ethical advice to individuals, families, and business owners across Northern Ireland and beyond. With a strong reputation and growing client base, we’re expanding our paraplanning function and are looking for a professional who shares our values of integrity, collaboration, and continuous improvement.
Responsibilities
As a Paraplanner, you’ll work closely with Advisers to prepare high-quality, client-focused financial plans. Your day-to-day responsibilities will include:
Writing compliant and personalised suitability reports across pensions, investments, protection, and tax planning.
Conducting in-depth research and analysis to support tailored financial advice.
Preparing cashflow models, technical summaries, and recommendation documents.
Collaborating with Financial Advisers and Administrators to ensure smooth client journeys.
Staying current on FCA regulations and industry developments.
Contributing to process improvements and the maintenance of document templates.
Requirements
We’re looking for someone with a strong technical background and a proactive approach. To be successful, you’ll need:
Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent).
Excellent understanding of investment products, pensions, and tax wrappers.
Proficiency with tools such as Voyant, FE Analytics, iO, or similar platforms.
Strong attention to detail, analytical thinking, and clear written communication.
A collaborative mindset and the ability to work effectively in a hybrid team setup.
If you’re a dedicated Paraplanner looking to take the next step in your career with a reputable and forward-thinking firm, we’d love to hear from you.