Paraplanner

Paraplanner – Belfast – Excellent package

Exciting opportunity to join a fast growing, successful and respected Wealth Management & Accountancy Practice based in Belfast.

In the role you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments.

What we are looking for?

• Experience in working with and supporting Financial / Independent Financial Advisors


• Experience in a paraplanner / financial Administrator / Planning Assistant or similar


• Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts


• Strong IT and communication abilities.