Paraplanner

Arthur Dodds – Paraplanner – Salary DOE

To join a successful financial planning business in Lisburn as their new Paraplanner, where you will work with a variety of clients across:

• Preparing and maintaining client files and financial data

• Producing detailed financial plans, cash flow models, and suitability reports

• Conducting research and due diligence on products, providers, and investments

• Supporting the implementation of financial recommendations

• Assisting with client reviews, technical calculations, and ongoing portfolio management

What we are looking for:

• At least 2 years of experience working as a Paraplanner in a financial planning environment

• Diploma in Financial Planning (Level 4 qualified or above)

• Strong technical knowledge of financial products and planning tools (e.g., Voyant, Truth)

• Excellent communication, organisation, and analytical skills

In return, you can expect a generous package, ongoing professional development, and the opportunity to grow your career in a supportive and dynamic team. If you are interested, please let me know.