At a Glance
- Tasks: Lead and manage the Paraplanning and Administration teams to deliver exceptional client service.
- Company: One of Northern Ireland’s top financial planning firms with a strong reputation.
- Benefits: Attractive salary, 34 days holiday, free parking, and great employee feedback.
- Other info: Enjoy a supportive work environment with low staff turnover.
- Why this job: Join a people-focused team and help others reach their full potential.
- Qualifications: 2+ years in paraplanning and management experience in financial advisory.
The predicted salary is between 50000 - 60000 € 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.
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.
A full Job Description will be supplied on application, but the key elements of the role are:
- To manage the flow and quality of work, from Advisor instruction to business submission and completion.
- To manage the Paraplanners (4).
- To manage the Administrators (5).
The successful applicant will:
- Be people-focused, with a keen interest in ensuring others reach their full potential.
- Have at least 2 years’ paraplanning experience.
- Have at least 2 years’ experience in a firm of Independent Financial Advisors / Financial Planning Advisors.
- Have previous supervision or management experience.
Enjoyable place to work, as evidenced by wonderful employee feedback and an extraordinarily low level of staff turnover. Free on-site car parking and direct access to public transport links. Salary is highly attractive and is commensurate with the level of the role. The benefits package is extensive and includes 34 days holiday.
If you meet the criteria and would be interested in a 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 employer: MLR Careers
As one of Northern Ireland's premier financial planning firms, we pride ourselves on our exceptional work culture that prioritises employee development and client satisfaction. With a strong focus on teamwork and a commitment to providing an outstanding client experience, we offer extensive benefits including 34 days of holiday and free on-site parking, making us an attractive employer for those seeking meaningful and rewarding careers in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanning & Administration Manager
✨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 a new role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company thoroughly. Understand their values, culture, and recent achievements. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your interview skills with a friend or mentor. Get comfortable discussing your paraplanning experience and management style. The more you rehearse, the more confident you'll feel when it’s time to shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanning & Administration Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanning & Administration Manager role. Highlight your relevant experience, especially in paraplanning and management, to show us you’re the perfect fit for our team.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for financial planning and how your people-focused approach aligns with our values at StudySmarter. Keep it engaging and personal!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve improved processes or led teams in your previous roles. We love to see results!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at MLR Careers
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the specific services offered by the firm. Familiarise yourself with their client feedback and what makes them a top-rated firm. This will show that you're genuinely interested in the role and understand the industry.
✨Showcase Your Leadership Skills
Since this role involves managing teams, be prepared to discuss your previous management experiences. Think of specific examples where you've successfully led a team or improved processes. Highlight how you can help others reach their full potential, as this is key for the position.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and their approach to client service. This not only shows your interest but also helps you determine if the firm is the right fit for you.
✨Be Personable
As a people-focused role, it's important to come across as approachable and friendly. Practice your communication skills and be ready to engage in a conversation rather than just answering questions. A positive attitude can go a long way in making a great impression!
