Paraplanner – Lisburn Salary DOE

To join a successful financial planning business in Lisburn as their new Paraplanner, where you will work with a variety of clients across:

Preparing and maintaining client files and financial data

Producing detailed financial plans, cash flow models, and suitability reports

Conducting research and due diligence on products, providers, and investments

Supporting the implementation of financial recommendations

Assisting with client reviews, technical calculations, and ongoing portfolio management

What we are looking for:

At least 2 years of experience working as a Paraplanner in a financial planning environment

Diploma in Financial Planning (Level 4 qualified or above)

Strong technical knowledge of financial products and planning tools (e.g., Voyant, Truth)

Excellent communication, organisation, and analytical skills

In return, you can expect a generous package, ongoing professional development, and the opportunity to grow your career in a supportive and dynamic team. If you are interested, please let me know.

Skills:
Paraplanning Financial Advising Cash Flow Models