Paraplanner – Belfast Are you an experienced Paraplanner looking to take the next step in your career? We are working with a well-established independent financial advisory firm that is seeking a skilled professional to join their team. This is an excellent opportunity to become part of a dynamic and highly motivated environment where your expertise will be valued and developed. The Opportunity This boutique advisory firm has been providing high-quality financial planning services for over two decades. As part of a close-knit team, you will work alongside experienced financial advisers and support staff, contributing to the delivery of tailored financial solutions for clients. This role offers a full-time, on-site position in Belfast, providing an excellent opportunity to develop within a business that values integrity, technical excellence, and client-focused service. Key Responsibilities Conducting detailed financial planning research to support advisers in delivering bespoke client solutions Preparing comprehensive suitability reports and financial recommendations in line with FCA regulations Analysing investment strategies and financial products to ensure optimal client outcomes Liaising with clients and financial institutions to gather necessary information and documentation Ensuring all financial reports, research, and compliance documentation are accurate and up to date Utilising financial planning software to produce investment analysis and projections Supporting advisers in developing long-term financial plans and reviewing client portfolios What We’re Looking For Experience as a Paraplanner in an independent financial advisory or wealth management setting Strong analytical skills with experience in investments, pensions, and holistic financial planning Exceptional report writing abilities with strong attention to detail Proficiency in financial planning software and research tools Excellent organisational skills and the ability to manage multiple tasks efficiently Strong communication skills with the ability to work collaboratively within a team A degree in Finance, Economics, or a related field is desirable but not essential What’s on Offer? The opportunity to work in a reputable and professional firm that values expertise and career growth A supportive and collaborative team environment where your contributions make a real impact Competitive salary (discussed upon interview) and opportunities for professional development If you are an experienced Paraplanner looking for a fresh challenge within a highly regarded advisory firm, we would love to hear from you. Apply now by submitting your CV and we will be in touch.