Paraplanner

Paraplanner (BBBH
436319) Armagh, Northern Ireland

Paraplanner (Progression to Financial Advisor) Armagh Area

Our client is seeking a motivated and ambitious Paraplanner who is eager to transition into a Financial Advisor position. You’ll initially support advisory work while being given a clear pathway to manage your own clients and build a successful advisory career. You’ll benefit from an existing portfolio of warm clients, alongside the opportunity to grow and develop new business.

• Provide high-quality paraplanning support to financial advisors
• Assist in the preparation of financial plans and client recommendations
• Manage and develop relationships with an existing base of warm clients
• Proactively identify and pursue new business opportunities
• Progress into a fully client-facing Financial Advisor role over time

• Minimum Level 4 Diploma in Financial Planning
• Proven experience in a paraplanning role
• Strong desire to transition into a Financial Advisor position
• Excellent communication and relationship-building skills
• Proactive approach to business development
• Full UK driving licence and access to your own vehicle

• Clear and supported career progression into Financial Advice
• Access to an existing client bank
• Ongoing professional development and training
• Competitive salary and benefits package