FS Admin / Paraplanner (4 day week)

Financial Services Administrator / Paraplanner

Belfast | Hybrid | Open to a 4-Day Week
Boutique Wealth Management Firm

Are you an experienced Financial Services Administrator/Paraplanner who thrives in a collaborative, client-focused environment? This is a fantastic opportunity to join a highly regarded independent wealth management firm that truly values its people and provides an exceptional level of personal service to its clients.

About the Company

This long-established, boutique financial planning firm has built its reputation on trust, professionalism, and a genuinely personal approach. With a close-knit team of experts, they offer tailored advice to individuals and businesses alike - helping clients make confident, informed decisions about their financial futures.

The Opportunity

You'll play a key role in supporting advisers and clients across a wide range of financial planning services. This role offers a great mix of administrative and paraplanning responsibilities, along with opportunities to get involved in cashflow modelling and investment research.

It's a perfect fit for someone who enjoys variety, precision, and meaningful work - all within a supportive and flexible environment (including the option of a 4-day working week!).

Key Responsibilities

• Provide comprehensive administrative support to financial advisers and the wider team.

• Assist with client onboarding, annual review packs, and ongoing service requests.

• Maintain accurate and compliant client records.

• Liaise directly with clients and providers to ensure a smooth service.

• Support financial planners with cashflow modelling and investment analysis.

What You'll Bring

• Experience in financial planning administration or paraplanning.

• Knowledge of cashflow modelling and FE Analytics for investment research.

• Familiarity with Intelliflo Office (desirable).

• Strong attention to detail and excellent organisational skills.

• Confident communicator with a proactive, can-do approach.

• Proficient in Microsoft Office with strong numerical accuracy.

What's on Offer

• Hybrid working (Belfast-based office).

• Competitive Salary.

• Option of a 4-day working week.

• A supportive, close-knit team culture.

• Professional development opportunities.

• The chance to make a real impact within a respected boutique firm.