Paraplanner
other jobs Recruit UK
Added before 8 Days
- Northern Ireland,Belfast
- Full Time, Permanent
- £35,000 - £45,000 per annum
Job Description:
Job Role: Paraplanner
Location: Belfast, Northern Ireland
Salary: Up to £45,000 (dependent on experience)
Job Type: Full-time, Permanent
Reference Number: 10256
About the Role
Recruit UK is delighted to be working with a well-established and forward-thinking financial planning firm in Belfast to recruit an experienced Paraplanner. This is an excellent opportunity for a detail-oriented professional to join a collaborative team and play a key role in supporting Financial Advisers to deliver high-quality advice to clients.
The company is happy to consider both experienced Paraplanners and Trainee Paraplanners with the desire to progress.
Key Responsibilities
*Prepare detailed suitability reports and recommendations in line with client objectives
*Conduct research and analysis across pensions, investments, and protection products
*Assist Financial Advisers with client case preparation and ongoing reviews
*Ensure all documentation meets compliance and regulatory standards
*Liaise with providers and internal teams to progress business efficiently
*Maintain accurate client records and back-office systems
About You
*Previous experience in a Paraplanning or similar technical support role
*Strong knowledge of financial products including pensions, investments, and protection
*Level 4 Diploma qualified (or working towards) is highly desirable
*Excellent analytical and report-writing skills
*High attention to detail and strong organisational abilities
*Ability to work both independently and as part of a team
What’s on Offer
*Competitive salary of up to £45,000 DOE and benefits package
*Opportunities for professional development and exam support
*Flexible working options
*Supportive and collaborative working environment
*Clear progression pathways within the business
About Recruit UK
This role is being advertised by Recruit UK, a specialist recruitment consultancy focused on the financial services industry. With a strong reputation for connecting talented professionals with leading firms, Recruit UK is committed to supporting your career development every step of the way. Recruit UK are proud to be working with a large financial planning firm in Belfast on a Paraplanner role.
Location: Belfast, Northern Ireland
Salary: Up to £45,000 (dependent on experience)
Job Type: Full-time, Permanent
Reference Number: 10256
About the Role
Recruit UK is delighted to be working with a well-established and forward-thinking financial planning firm in Belfast to recruit an experienced Paraplanner. This is an excellent opportunity for a detail-oriented professional to join a collaborative team and play a key role in supporting Financial Advisers to deliver high-quality advice to clients.
The company is happy to consider both experienced Paraplanners and Trainee Paraplanners with the desire to progress.
Key Responsibilities
*Prepare detailed suitability reports and recommendations in line with client objectives
*Conduct research and analysis across pensions, investments, and protection products
*Assist Financial Advisers with client case preparation and ongoing reviews
*Ensure all documentation meets compliance and regulatory standards
*Liaise with providers and internal teams to progress business efficiently
*Maintain accurate client records and back-office systems
About You
*Previous experience in a Paraplanning or similar technical support role
*Strong knowledge of financial products including pensions, investments, and protection
*Level 4 Diploma qualified (or working towards) is highly desirable
*Excellent analytical and report-writing skills
*High attention to detail and strong organisational abilities
*Ability to work both independently and as part of a team
What’s on Offer
*Competitive salary of up to £45,000 DOE and benefits package
*Opportunities for professional development and exam support
*Flexible working options
*Supportive and collaborative working environment
*Clear progression pathways within the business
About Recruit UK
This role is being advertised by Recruit UK, a specialist recruitment consultancy focused on the financial services industry. With a strong reputation for connecting talented professionals with leading firms, Recruit UK is committed to supporting your career development every step of the way. Recruit UK are proud to be working with a large financial planning firm in Belfast on a Paraplanner role.
Job number 3618607
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...