Artemis Human Capital are delighted to be supporting a well established financial planning firm as they seek to expand their Belfast team. This is a fantastic opportunity to join a forward-thinking and highly regarded financial planning firm that prides itself on delivering an exceptional client experience. Due to ongoing growth, they are seeking a motivated and experienced Paraplanner to play a key role in supporting the advisory team and ensuring a smooth, efficient client journey.

What Youll Be Doing

As Paraplanner, youll work collaboratively with the wider advisory and operations teams to provide first-class technical and administrative support. Your day-to-day will involve:

• Supporting the onboarding of new clients and the implementation of tailored financial plans.

• Liaising with providers to obtain key information and ensure prompt responses.

• Assisting with the firms new system integration, including client data migration and platform set-up.

• Supporting advisers with the preparation and implementation of strategic recommendations.

What Were Looking For

Were keen to speak with individuals who have:

• At least 2 years experience within wealth management, financial planning, or a paraplanning/FS admin role.

• Excellent organisational skills and strong attention to detail.

• Confident communication skills and the ability to work effectively within a collaborative team.

• (Bonus) Experience in systems or platform migration would be highly advantageous.

• Level 4 qualification is highly desirable for this position.

Whats On Offer

This firm truly invests in its people and offers an excellent working environment along with:

• Salary up to £42,000, depending on experience.

• Hybrid working.

• Study support for further qualifications.

• Flexible start/finish times.

• Strong progression opportunities as the firm continues to grow.

• Enhanced benefits package including pension and parental leave policies.

If youre an experienced paraplanner who thrives in a dynamic, people-focused environment, this could be the perfect next step. To apply, please click the link below or contact Beth Gault at Artemis Human Capital in strict confidence.

Skills:
Paraplanner Paraplanning Financial Services Financial Planning