Hybrid Paraplanner: Research, Reports & Career Growth
Job in
Bangor, Bangor (NI), County Down, Northern Ireland, UK
Listed on 2026-08-04
Listing for:
Succession Wealth
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting
Job Description & How to Apply Below
Succession Wealth is seeking a Paraplanner to support Financial Planners by researching and preparing compliant recommendations for clients. You will review and analyse suitable products in line with investment philosophy and client values, drafting recommendations to meet client needs and objectives.
The role requires 2+ years paraplanning, CII Level 4+ in financial planning, and strong knowledge of pensions, investments and estate planning, with excellent verbal and written communication.
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