Paraplanner

As part of our strategic expansion, we are establishing a Belfast Hub. We are seeking a client-focused and self-motivated Paraplanner to join Isio Wealth and support the development of our new hub.

What does the role entail? As an Isio Paraplanner, you will be part of a team of professional, technical experts that enable consultants to deliver excellent client outcomes across all aspects of financial planning; combining technical expertise, analysis, compliance diligence, and digital tools. You will support and drive our engagement and success through:

• Providing a seamless client experience throughout the client journey
• Working with consultants, taking fact find, meeting notes and general guidance from the consultants to prepare reports/recommendations
• Ensuring sufficient client information is obtained, and analysing information gathered by the consultant and challenging advice where required
• Writing comprehensive financial planning reports
• Analysing client data, preparing cash flow plans and tax calculations
• Handling client queries by telephone and email when required
• Keeping up-to-date with all relevant product, legislative and technical changes
• Ensuring relevant CPD is maintained and recorded accurately
• Undertaking product, investment and market research and extensive experience of the full holistic suite of reports
• Assisting to develop, support and maintain processes
• Compliance with the FCA rules & regulations and Isio policy and procedures

Where is the role? This role is based in our new hub in Belfast City Centre where we will be operating our virtual service for clients with less than £300k in investible assets. We work on a hybrid basis, offering you the opportunity to work both in the office and from home. The expectation would be 3 days per week in the office.

As a business we believe in building strong communities amongst our employees both across locations and teams, hosting regular team building, charity, and social events.

What we're looking for:

• CII level 4 Diploma
• Strong technical application of financial product knowledge
• Previous experience within a Financial Planning Practice
• Ability to write clear and concise financial planning reports
• Ability to prioritise work and complete work within specified timeframes
• Excellent attention to detail
• Positive can do attitude
• High level of technical knowledge
• Excellent verbal and written communication
• Experienced with Microsoft Office Software

Why Join Isio? Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact.

About Isio: A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please select the option in your application.

Skills: Independent Financial, Financial Planning, Administration, Financial Advisory, paraplanner

Benefits: Performance Bonus, Pension Fund, Paid Holidays, Annual Bonus / 13th Cheque