Paraplanner

Paraplanner – Belfast

BMS Group is partnering with a Belfast‑based Wealth Management firm to recruit a skilled Paraplanner for their office. This brand new, full‑time permanent position is on‑site in Belfast, for a qualified Lvl 4 Paraplanner with a focus on report‑writing.

• Pension contribution 5% of base salary
• Death in service 4 × base salary
• Private medical insurance – comprehensive non‑contributory plan
• Income protection – fully insured via group scheme
• Holidays 25 days pa + statutory days

• Provide paraplanning support to financial advisers and liaise with the team to implement advice for clients, producing positive client‑centric outcomes
• Produce technical documents based on client research and requirements
• Manage workflow and organisation of ongoing workload
• Adhere to FCA requirements and compliance policies

• 3+ years experience in a Paraplanning role within Independent Financial Advisory
• Demonstrably skilled in varied report‑writing
• Tools/Systems knowledge – FE Analytics, Intelligent Office, Voyant or similar (advantageous)

To apply , please send an up‑to‑date CV via the link provided or contact Josh Craig at .

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