Average Paraplanner salary in Belfast

We're growing and want you to be part of our journeyAre you an experienced Paraplanner with a passion for working with individuals? We are expanding and want you to be a part of our journey as an industry-recognised leader in Wealth Advisory services.What’s the role?We are looking for an experienced and self-motivated individual to work alongside a Consultant based out of Belfast to provide Paraplanning support.As a challenger in the industry, we are looking for individuals with excellent financial planning, wealth consulting and technical skills, a commercial outlook and an entrepreneurial mindset.About UsBorn from KPMG, Deloitte and Premier Benefit Solutions, we are building a proposition that is unique and compelling to disrupt the incumbent advisers in this space, through quality of Wealth Advisers, service and proposition.This builds on our heritage in complex planning including pensions, and has provided us with a strong foundation to excel in delivering clear, comprehensive and holistic advice to our clients.As a national firm of Wealth Advisers, we believe that individuals deserve a better alternative to the current status quo. In doing so we will allow clients to make better informed decisions around their finances delivering financial confidence in meeting their future goals and aspirations.Key ResponsibilitiesAs a Wealth Paraplanner with Isio Wealth Planning, you will support and drive our engagement and success through:Working with a consultants, taking fact find, meeting notes and general guidance from the consultants to prepare reports/recommendationsEnsure sufficient client information is obtained and analyse information gathered by the consultant and challenging advice where requiredKeep up-to-date with all relevant product, legislative and technical changes.Analysing client data and preparing cash flow plansEnsure relevant CPD is maintained and recorded accuratelyUndertake product, investment and market research and extensive experience of the full holistic suite of reports.Assist to develop, support and maintain processesCompliance with the FCA rules & regulations at all timesWhere is the role?We are recruiting for Wealth Paraplanner in Belfast to support establishing our Belfast hub where we will be focusing our virtual service for clients with less than £300k in investible assets.We operate on a hybrid basis, offering you the opportunity to work both in the office and from home. The expectation would be 2 -3 days per week in the office.As a business we believe in building strong communities amongst our employees – both across locations and teams, hosting regular team building, charity, and social events.Key skills and experienceHolds CII level 4 Diploma or working towards qualificationPrevious experience within a Financial Planning PracticeAbility to write clear and concise letters for clientsAbility to prioritise work and complete work within specified timeframesExcellent attention to detailPositive ‘can do’ attitudeHigh level of technical knowledgeExcellent verbal and written communicationExperienced with Microsoft Office softwareDemonstrated Commitment to our Core PurposePower in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.What we offer youIsio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits.About IsioIsio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please get in touch.

We’re growing and want you to be a part of our journey.Client Services SupportWe are looking for an experienced and self-motivated team member to support our establishment of a Belfast hub. As Client Services Support, you will provide an exceptional client experience, working closely with clients, consultants & paraplanners from onboarding and throughout the client journey ensuring processes are correctly followed, all data is correct, and client records are compliant. This role is based in our Belfast City Centre office with hybrid workstyle.Role and ResponsibilitiesManage individual workflow tasks, meeting client and team expectations and internal deadlines (SLAs)Onboarding new clientsAdministration and new business processing for Wrap platform and non-platform clients, submitting a variety of financial products: ISAs, GIAs, pensions, bonds, structured notes, EIS and VCTsProcess client trades on platformsPrepare annual review packs for client meetings and monitor and take action to ensure all annual reviews are completed and recorded in line with SLAsCash Balance MonitoringDeal with client correspondence / post, portal and general queriesAccurately record client plans and fees on Intelliflo and platformsBuild and maintain strong working relationships with clients, teams members and line managerProvide additional support to team as requiredCheck all compliance documentation is presentMonitor consultant remuneration.Support project work as requiredDemonstrate a sound understanding of Isio policy and proceduresUndertake appropriate professional development and trainingComply with FCA regulationsComply with the relevant Compliance, T&C and anti-Money Laundering Procedures of the firmKeep up to date with all relevant product, legislative or technical changes.Key Skills & ExperienceEssentialPrevious experience in an IFA / wealth environmentInterpersonal – team working and communicating with clientsPrevious experience processing new business and client trades on platforms, ideally using IntellifloAble to liaise with clients confidently by telephone and emailProactive, willing to continue to develop, enthusiasticHighly organised, methodical, disciplined and meticulousAbility to prioritise workload and work to deadlinesComputer literate (Word, Excel, PowerPoint, Outlook)DesirableKnowledge of platform providers e.g. Aberdeen Wrap, Aviva,Knowledge of Intelliflo portal - PFPKnowledge of DFMs: Brewin Dolphin, Investec, Charles StanleyKnowledge of Investment products e.g. DFMs, model portfolios, Structured notes, ISAs, GIAs, EISs and VCTsKnowledge of personal and group pensions, SIPPs and SSASDemonstrated Commitment to our Core PurposePower in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.What we offer youIsio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.You can find out more about Isio and the benefits we offer on our careers website.About IsioIsio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.

Due to a number of New Business wins my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their Defined Benefit team.The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will include:Ensuring that an effective pension administration service is provided to all clientsEnsuring that client work is completed with SLA's and deadlinesHandling more complex pension tasks such as calculations and scheme project workBeing a point of contact for a portfolio of clients as well as trustees and senior scheme membersManaging annual projects such as renewals, benefit statements and pension increasesProviding advice and guidance to less experienced colleaguesProvide input regarding process and procedural changeApplicants must possess good knowledge of Defined Benefit (DB) pension schemes with the ability to perform a range of complex calculations including leavers, retirements, deaths and transfers in and out. You are likely to possess around 3 plus years technical experience from a Third Party or In-House background along with strong numeracy, communication and organisation skills.This is a great opportunity to join a highly respected pension consultancy which offers a great working environment, generous benefits, hybrid working (after training), and genuine prospects for development and career progression.