At a Glance
- Tasks: Lead and manage the Administration and Paraplanning teams to deliver exceptional client service.
- Company: One of Northern Ireland’s top financial planning firms with a stellar reputation.
- Benefits: 34 days holiday, free parking, and extensive benefits package.
- Other info: Dynamic team environment with opportunities for professional growth.
- Why this job: Join a growing firm and make a real impact in financial planning.
- Qualifications: 2+ years in financial advisory and previous management experience required.
The predicted salary is between 40000 - 50000 € per year.
My client is one of Northern Ireland’s leading firms of financial planners. Their sustained growth over the last 22 years is based on delivering an outstanding level of service to their clients. They are recognised as one of the best financial advice firms in the UK based on client feedback (VouchedFor Top Rated Firm 2026), and are on-track to become a Corporate Chartered practice.
To assist them in the next stages of their growth, they wish to appoint a people-focused Paraplanning & Administration Manager. The purpose of the role is to lead the Administration and Paraplanning teams (9 people), and manage the delivery of an efficient and compliant administration and paraplanning service, whilst also focusing on delivering an outstanding client experience.
Key responsibilities include:
- Managing the flow and quality of work, from Advisor instruction to business submission and completion.
Requirements:
- At least 2 years’ experience in a firm of Independent Financial Advisors / Financial Planning Advisors.
- Previous supervision or management experience.
Additional information:
- Free on-site car parking and direct access to public transport links.
- The benefits package is extensive and includes 34 days holiday.
If you meet the criteria and would be interested in having a confidential chat about this opportunity, please call Iain Cahoon on 07798 844546, or apply now by uploading your CV via this Job Board.
Paraplanning & Administration Manager in Belfast employer: MLR Careers
As one of Northern Ireland’s premier financial planning firms, we pride ourselves on our commitment to exceptional client service and employee development. Our supportive work culture fosters collaboration and growth, offering extensive benefits including 34 days of holiday and convenient on-site parking, making it an ideal environment for professionals seeking a rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanning & Administration Manager in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since they pride themselves on client feedback. Be ready to discuss how your experience aligns with their values and how you can contribute to their outstanding service.
✨Tip Number 3
Showcase your leadership skills! Since this role involves managing teams, think of examples from your past where you've successfully led projects or improved processes. Highlighting these experiences will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining a top-rated firm in the industry.
We think you need these skills to ace Paraplanning & Administration Manager in Belfast
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanning & Administration Manager role. Highlight your experience in financial planning and any management roles you've held. We want to see how your skills align with what we're looking for!
Showcase Your People Skills:Since this role is all about leading teams, don’t forget to showcase your people-focused approach. Share examples of how you've successfully managed teams or improved client experiences in your previous roles. We love a good story!
Be Clear and Concise:When writing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read. We appreciate straightforward communication, especially when it comes to your qualifications and experiences.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at MLR Careers
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and paraplanning. Understand the key services the firm offers and be ready to discuss how your experience aligns with their needs. This shows you're genuinely interested and prepared.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be prepared to share examples of your previous management or supervisory experiences. Highlight how you've successfully led teams, improved processes, or enhanced client experiences in your past roles.
✨Client-Centric Mindset
Emphasise your commitment to delivering outstanding client service. Think of specific instances where you went above and beyond for clients, and be ready to discuss how you would ensure the same level of service in this new role.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm's culture, growth plans, and expectations for the Paraplanning & Administration Manager role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
