Senior Paraplanner – Chartered Wealth Planning in Belfast
Senior Paraplanner – Chartered Wealth Planning

Senior Paraplanner – Chartered Wealth Planning in Belfast

Belfast Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Wealth Managers with investment and retirement planning solutions.
  • Company: Leading wealth management firm in Belfast with a client-first culture.
  • Benefits: Competitive salary, city-centre location, onsite gym, and excellent benefits.
  • Why this job: Join a positive team environment and make a real impact in wealth planning.
  • Qualifications: Minimum 4 years experience in paraplanning and strong data analysis skills.
  • Other info: Great opportunity for career growth in a dynamic industry.

The predicted salary is between 36000 - 60000 £ per year.

A leading wealth management firm in Belfast seeks an experienced Paraplanner to support Wealth Managers by providing investment and retirement planning solutions.

The role requires:

  • A minimum of 4 years of experience
  • Knowledge of protection, pensions, investments, and estate planning
  • Proficiency in data analysis and Microsoft Office tools

Ideal candidates will actively contribute to a client-first culture and a positive team environment.

This full-time position offers a competitive salary and excellent benefits including a city-center location and access to an onsite gym.

Senior Paraplanner – Chartered Wealth Planning in Belfast employer: Davy

Join a leading wealth management firm in Belfast, where we prioritise a client-first culture and foster a positive team environment. Enjoy competitive salaries, excellent benefits including an onsite gym, and the opportunity for professional growth in a vibrant city-centre location, making it an ideal place for experienced Paraplanners to thrive and make a meaningful impact.
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Contact Detail:

Davy Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Paraplanner – Chartered Wealth Planning in Belfast

Tip Number 1

Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Senior Paraplanner role. Sometimes, it's all about who you know, and a friendly nudge can lead to great opportunities.

Tip Number 2

Prepare for those interviews! Brush up on your knowledge of investment and retirement planning solutions, as well as protection and estate planning. We want you to shine when discussing how you can contribute to a client-first culture.

Tip Number 3

Show off your data analysis skills! Be ready to discuss how you've used Microsoft Office tools in past roles to support Wealth Managers. We love seeing candidates who can back up their experience with real examples.

Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who can contribute to our positive team environment.

We think you need these skills to ace Senior Paraplanner – Chartered Wealth Planning in Belfast

Investment Planning
Retirement Planning
Protection Knowledge
Pensions Knowledge
Estate Planning
Data Analysis
Microsoft Office Proficiency
Client-Focused Approach
Team Collaboration
Wealth Management Experience

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in investment and retirement planning. We want to see how your skills align with the role, so don’t be shy about showcasing your knowledge of protection, pensions, and estate planning.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you can contribute to our client-first culture. Keep it engaging and personal – we love to see your personality!

Showcase Your Data Skills: Since proficiency in data analysis and Microsoft Office tools is key for this role, make sure to mention any relevant experience or projects. We’re looking for candidates who can leverage data to support our Wealth Managers effectively.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!

How to prepare for a job interview at Davy

Know Your Stuff

Make sure you brush up on your knowledge of protection, pensions, investments, and estate planning. Be ready to discuss how your 4+ years of experience can directly benefit the Wealth Managers and their clients.

Showcase Your Data Skills

Since proficiency in data analysis and Microsoft Office tools is key, prepare to demonstrate your skills. Bring examples of how you've used data to inform investment strategies or improve client outcomes in your previous roles.

Emphasise Client-Centric Approach

This role is all about a client-first culture, so be prepared to share specific examples of how you've prioritised client needs in your past work. Highlight any instances where you went above and beyond to ensure client satisfaction.

Team Player Vibes

The firm values a positive team environment, so be ready to discuss how you contribute to team dynamics. Share stories that illustrate your collaboration skills and how you’ve supported colleagues in achieving common goals.

Senior Paraplanner – Chartered Wealth Planning in Belfast
Davy
Location: Belfast

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  • Senior Paraplanner – Chartered Wealth Planning in Belfast

    Belfast
    Full-Time
    36000 - 60000 £ / year (est.)
  • D

    Davy

    500+
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