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For Companies At a Glance
- Tasks: Help clients with financial planning solutions and strategies for wealth management.
- Company: Join a top-rated Wealth Management firm known for integrity and sound advice.
- Benefits: Enjoy a competitive salary, 5% matching pension, and income protection.
- Why this job: Be part of a growing team that values expertise and client relationships.
- Qualifications: Must be Level 4 qualified with 3+ years of paraplanning experience.
- Other info: Confidential chats available for interested candidates.
The predicted salary is between 35000 - 42000 £ per year.
My client is one of the most highly respected Wealth Management firms in Northern Ireland, enjoying a great reputation for integrity and for delivering sound advice. They have experienced a tremendous, sustained period of growth over the last 6 years, and as a result of additions to their Advisor team now wish to appoint a further experienced and technically competent Paraplanner.
The firm’s clients sit largely in the HNW demographic. The successful Paraplanner therefore, will be knowledgeable and capable of constructing financial planning solutions across areas such as:
- Estate & Trust planning, including IHT calculations.
- Pension and retirement planning, including carry forward calculations, Drawdown, and SIPP transfer advice.
- CGT calculations and recommendations for strategies to reduce or mitigate liabilities.
Benefits
Salary is expected to be in a range of between circa £35,000 and £42,000 but with room for negotiation for the right candidate. The benefits package is really great and includes:
- 5% matching pension.
- 4 x salary DIS.
- Income Protection.
The person
You will be Level 4 qualified and have a minimum of 3 years’ paraplanning experience for a HNW client base. You will be competent in the use of FE Analytics and CashCalc.
How to apply and for more information:
If you meet the criteria and would be interested in a having a confidential chat about this opportunity, please call Iain Cahoon on 07798 844546 or apply now by uploading your CV via this Job Board.
Contact Detail:
MLR Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work with high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the specific needs of this demographic.
✨Tip Number 2
Familiarise yourself with the latest financial planning software, particularly FE Analytics and CashCalc, as these tools are essential for a Paraplanner role. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to staying updated.
✨Tip Number 3
Prepare to discuss your experience with estate and trust planning, pension strategies, and capital gains tax calculations during interviews. Be ready to provide examples of how you've successfully navigated complex financial scenarios for high-net-worth clients.
✨Tip Number 4
Research the firm’s reputation and values thoroughly. Understanding their approach to client relationships and financial advice will help you tailor your conversations and show that you're genuinely interested in contributing to their success.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with key areas such as estate and trust planning, pension and retirement planning, and CGT calculations.
Tailor Your CV: Highlight your Level 4 qualification and relevant paraplanning experience in your CV. Emphasise your familiarity with tools like FE Analytics and CashCalc, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your ability to provide sound financial advice. Mention specific experiences that demonstrate your competence in dealing with HNW clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is essential in the financial sector.
How to prepare for a job interview at MLR Careers
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial planning solutions. Be prepared to discuss specific areas such as estate and trust planning, pension strategies, and CGT calculations. Use examples from your past experience to illustrate your expertise.
✨Familiarise Yourself with Relevant Tools
Since the role requires competence in tools like FE Analytics and CashCalc, make sure you are well-versed in these applications. If possible, mention any relevant projects where you've successfully used these tools to enhance your work.
✨Understand the Client Demographic
The firm primarily serves high-net-worth clients, so it's crucial to understand their unique needs and expectations. Research common financial concerns for this demographic and be ready to discuss how you can address them in your role.
✨Prepare Questions for the Interviewer
Interviews are a two-way street, so prepare insightful questions about the firm's growth, culture, and future plans. This shows your genuine interest in the position and helps you assess if the company aligns with your career goals.
