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Senior Paraplanner – Chartered Wealth Planning

Job in Belfast, County Antrim, BT1, Northern Ireland, UK
Listing for: Davy
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm in Belfast seeks an experienced Paraplanner to support Wealth Managers by providing investment and retirement planning solutions. The role requires a minimum of 4 years of experience, knowledge of protection, pensions, investments, and estate planning, plus proficiency in data analysis and Microsoft Office tools. Ideal candidates will actively contribute to a client-first culture and a positive team environment.

This full-time position offers a competitive salary and excellent benefits including a city-center location and access to an onsite gym.
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Position Requirements
10+ Years work experience
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