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- Tasks: Support Financial Planning Directors by preparing high-quality advice and assisting client meetings.
- Company: Growing financial services team in Belfast with a collaborative culture.
- Benefits: Hybrid working, competitive salary, 9% pension, private medical, and full exam support.
- Why this job: Join a motivated team and make a real impact on clients' financial goals.
- Qualifications: CII Diploma in Financial Planning and 2-3 years of paraplanning experience required.
- Other info: Dynamic environment with excellent career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
We’re looking for an experienced Paraplanner to join a growing team in Belfast, and play a key role in supporting a group of highly qualified Financial Planning Directors. This is a client focused role where you’ll be preparing and writing high quality advice, supporting client meetings, and helping clients achieve their long-term financial goals.
What we’re looking for:
- CII Diploma in Financial Planning (essential); Chartered status desirable
- At least 2–3 years’ paraplanning experience
- Strong technical knowledge of UK tax, pensions, and estate planning
- Excellent organisational skills and attention to detail
What’s on offer:
- Hybrid working and a supportive, developmental environment.
- 2 Days in the office
- 9% Pension, 8x DIS, Private Medical
- Full exam support to continue progressing your career
- The chance to work alongside a collaborative team of financial planners and paraplanners
If you’re a motivated paraplanner looking for variety, challenge, and career progression, we’d love to hear from you.
Paraplanner in Belfast employer: Cap Resourcing Ltd
Contact Detail:
Cap Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about letting them know you’re on the lookout for a new role. Sometimes, it’s all about who you know!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge of UK tax, pensions, and estate planning. We want to see you shine when discussing how you can support clients in achieving their financial goals.
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you’ve managed complex cases or client meetings in the past. This will demonstrate your attention to detail and ability to handle the demands of a paraplanner role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Paraplanner in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience and any relevant qualifications, like your CII Diploma in Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share specific examples of how you've supported financial planning and client meetings in the past.
Showcase Your Technical Knowledge: We want to see your strong understanding of UK tax, pensions, and estate planning. Mention any relevant projects or experiences that demonstrate your expertise in these areas.
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to review your application and get back to you quickly!
How to prepare for a job interview at Cap Resourcing Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge of UK tax, pensions, and estate planning. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Prepare examples of how you would approach these situations, as this will demonstrate your problem-solving skills and client-focused mindset.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational skills, be ready to discuss how you manage your workload and prioritise tasks. You could even share a specific example of a time when your organisational skills made a difference.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of clients you'll be working with, or opportunities for professional development. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
