Paraplanner
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 You’ll Be Doing
As Paraplanner, you’ll work collaboratively with the wider advisory and operations teams to provide first-class technical and administrative support. Your day-to-day will involve:
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Supporting the onboarding of new clients and the implementation of tailored financial plans.
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Liaising with providers to obtain key information and ensure prompt responses.
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Assisting with the firm’s new system integration, including client data migration and platform set-up.
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Supporting advisers with the preparation and implementation of strategic recommendations.
What We’re Looking For
We’re keen to speak with individuals who have:
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At least 2 years’ experience within wealth management, financial planning, or a paraplanning/FS admin role.
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Excellent organisational skills and strong attention to detail.
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Confident communication skills and the ability to work effectively within a collaborative team.
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(Bonus) Experience in systems or platform migration would be highly advantageous.
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Level 4 qualification is highly desirable for this position.
What’s On Offer
This firm truly invests in its people and offers an excellent working environment along with:
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Salary up to £42,000, depending on experience.
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Hybrid working.
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Study support for further qualifications.
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Flexible start/finish times.
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Strong progression opportunities as the firm continues to grow.
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Enhanced benefits package including pension and parental leave policies.
If you’re 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.