Hybrid Paraplanner β€” Wealth Planning Support

Hybrid Paraplanner β€” Wealth Planning Support

Full-Time 29700 - 36300 Β£ / year (est.) Home office (partial)
Eden Rose

At a Glance

  • Tasks: Support advisers by producing tailored financial reports and solutions.
  • Company: Eden Rose, a modern wealth management firm in Belfast.
  • Benefits: Hybrid work model, competitive salary, and professional development opportunities.
  • Other info: Work in a modern office with great career growth potential.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Technical expertise in investments and pensions is essential.

The predicted salary is between 29700 - 36300 Β£ per year.

Eden Rose in Belfast is seeking a Paraplanner to join a wealth management team in a hybrid setting.

You will support advisers and an administrator, producing reports to help deliver tailored financial plans.

Based in a modern Belfast office, you’ll use your technical expertise on investments and pensions, applying planning platforms and cashflow modelling to ensure client solutions align with long-term objectives.

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Hybrid Paraplanner β€” Wealth Planning Support employer: Eden Rose

Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.

Eden Rose

Contact Details:

Eden Rose Recruitment Team

We think you need these skills to ace Hybrid Paraplanner β€” Wealth Planning Support

Technical Expertise in Investments
Technical Expertise in Pensions
Report Writing
Financial Planning
Cashflow Modelling
Planning Platforms
Client Solutions Development