At a Glance
- Tasks: Support advisers in delivering exceptional financial planning services and create tailored strategies.
- Company: A forward-thinking wealth management firm focused on client goals and values.
- Benefits: Competitive salary, pension contribution, flexible hours, and professional development opportunities.
- Other info: Join a supportive team culture with opportunities for further qualifications.
- Why this job: Make a real difference in clients' financial well-being while growing your career.
- Qualifications: Experience in advisory or wealth management, with strong report writing skills.
The predicted salary is between 35000 - 45000 £ per year.
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial well-being.
As a Paraplanner based in a modern Belfast office, you’ll play a key role in supporting the advisers and an administrator to deliver exceptional financial planning services. You’ll use your technical expertise to help ensure all client solutions are aligned with their long-term objectives.
Benefits:
- Up to £45,000
- Hours: 9 to 5pm
- Open to part-time or full-time applicants
- Pension contribution
- A supportive and collaborative team culture that values growth and professional development.
- On-street parking (free)
- Opportunities to study towards the Level 4 diploma
To Be Considered For This Adviser Support Position:
- Proven experience within an advisory or wealth management environment.
- Prior experience as a paraplanner, producing a range of reports.
- Good understanding of financial products - investment & pensions.
- Proficient in using financial planning platforms and cashflow modelling.
Part-time Paraplanner 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.
