Paraplanner - Wealth Management - Belfast
Core
Support Wealth Planners in delivering holistic financial planning solutions to High Net Worth and Ultra High Net Worth clients.
Role type
Paraplanner in wealth management
Builds
Comprehensive financial planning advice, suitability reports, and implementation coordination for HNW/UHNW clients
Domain
Wealth management / Financial advisory
Deliverable
client delivery
Required skills
Financial planning analysis, cashflow modelling, suitability reporting, CRM management, Microsoft Office proficiency
Preferred skills
CII Diploma, Voyant Advisor experience
Technologies
Voyant Advisor, CRM systems
Responsibilities
Draft suitability reports and recommendation letters, assist with implementation processes, prepare for and attend client meetings, conduct technical financial planning analysis, maintain accurate client records, collaborate with specialist teams
Seniority
Junior to Mid-level, support role