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For Companies At a Glance
- Tasks: Support Wealth Managers and Accountants with expert guidance on mortgages, pensions, and investments.
- Company: Join a fast-growing, respected Wealth Management & Accountancy Practice in Belfast.
- Benefits: Enjoy an excellent package and opportunities for professional development.
- Why this job: Be part of a dynamic team making a real impact in financial planning.
- Qualifications: Experience in financial advisory roles and commitment to completing STEP exams within 6 months.
- Other info: Strong IT and communication skills are essential for success in this role.
The predicted salary is between 36000 - 60000 £ per year.
Exciting opportunity to join a fast growing, successful and respected Wealth Management & Accountancy Practice based in Belfast. In the role you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments.
What we are looking for?
- Experience in working with and supporting Financial / Independent Financial Advisors
- Experience in a paraplanner / financial Administrator / Planning Assistant or similar
- Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts
- Strong IT and communication abilities.
Skills: Finance, Paraplanner, Financial Planning
Paraplanner employer: Black Fox Solutions
Contact Detail:
Black Fox Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the wealth management and accountancy sectors. Attend local finance events or join online forums to connect with current paraplanners and financial advisors who can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly around mortgages, pensions, and investments. This knowledge will not only boost your confidence but also demonstrate your commitment to staying informed in your field.
✨Tip Number 3
Consider reaching out directly to wealth management firms in Belfast, even if they aren't advertising open positions. Express your interest in a paraplanner role and inquire about potential future openings; this proactive approach can set you apart from other candidates.
✨Tip Number 4
Prepare for interviews by practising common paraplanner interview questions and scenarios. Be ready to discuss your experience supporting financial advisors and how you can contribute to the team at StudySmarter, showcasing your strong IT and communication skills.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Paraplanner. Highlight your experience in supporting Financial Advisors and your knowledge of mortgages, pensions, and investments in your application.
Tailor Your CV: Make sure your CV reflects relevant experience in financial planning or as a paraplanner. Emphasise any roles where you supported Wealth Managers or Accountants, and mention your commitment to completing STEP exams.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your strong IT and communication skills. Explain why you are excited about this opportunity and how you can contribute to the team.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application demonstrates attention to detail, which is crucial in the finance industry.
How to prepare for a job interview at Black Fox Solutions
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of mortgages, pensions, and investments. Be prepared to discuss how your previous experience aligns with the role and demonstrate your ability to support Wealth Managers and Accountants effectively.
✨Highlight Relevant Experience
When discussing your background, focus on your experience working with Financial Advisors or in similar roles. Share specific examples of how you've contributed to financial planning or administration, as this will show your suitability for the position.
✨Express Commitment to Professional Development
Since the role requires a commitment to completing STEP exams, express your enthusiasm for furthering your qualifications. Discuss any relevant courses or certifications you are currently pursuing or plan to pursue, which will demonstrate your dedication to the field.
✨Demonstrate Strong Communication Skills
Effective communication is key in this role. Prepare to showcase your ability to convey complex financial information clearly and concisely. You might even want to practice explaining a financial concept to a friend to ensure you can articulate your thoughts well during the interview.
