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Why This Role is Different
This isn’t a back-office box-ticking paraplanner role. You’ll be embedded in client meetings, shaping advice strategies alongside highly qualified advisers, and working on complex, high-value portfolios. You’ll have a voice in the advice process, genuine autonomy, and a package that reflects your expertise.
The Opportunity
- Client-facing, join advisers in meetings, help shape the financial plan, and see the results of your work first-hand
- Complex work, HNW and UHNW clients, often £1m+ portfolios, with interesting technical challenges
- Real progression, pathway to Chartered status and potential adviser role if desired
- High autonomy, trusted to manage your own workload and contribute to advice strategies
- Premium support, admin team handles the paperwork so you can focus on planning and research
Your Package
- £38,000 – £50,000 salary (DOE)
- Quarterly bonus scheme (10%)
- Private medical insurance
- 8% pension
- 28 days holiday stats
- Funded qualifications all the way to Chartered
- Hybrid working – 2 days from home after probation
- Modern offices in central Belfast
Your Role
- Attend and contribute to client meetings
- Prepare detailed, bespoke financial plans and suitability reports
- Conduct technical research across pensions, investments, IHT, and protection
- Collaborate closely with advisers to deliver exceptional client outcomes
What We’re Looking For
- 3+ years’ paraplanning experience (report writing essential)
- Diploma-qualified (Chartered support available)
- Confident communicator, comfortable in client meetings
- Technically strong, with an eye for detail and problem-solving
