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- Tasks: Join a top Wealth Management firm as a Paraplanner, crafting financial solutions for high-net-worth clients.
- Company: A respected Wealth Management firm in Northern Ireland known for integrity and sound advice.
- Benefits: Enjoy a competitive salary, 5% matching pension, income protection, and more perks.
- Why this job: Be part of a growing team with a strong reputation, making a real impact in clients' lives.
- Qualifications: Must be Level 4 qualified with at least 3 years of paraplanning experience.
- Other info: Confidential chats available; apply now to kickstart your career!
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 HNW clients. Attend industry events or webinars to connect with potential colleagues and learn more about the specific needs of this demographic.
✨Tip Number 2
Familiarise yourself with the latest tools and software used in paraplanning, such as FE Analytics and CashCalc. Consider taking online courses or tutorials to enhance your skills and demonstrate your technical competence during interviews.
✨Tip Number 3
Prepare to discuss your experience with estate and trust planning, pension strategies, and CGT calculations in detail. Be ready to provide examples of how you've successfully constructed financial planning solutions for clients in the past.
✨Tip Number 4
Research the firm’s reputation and values thoroughly. Understanding their approach to client relationships and integrity will help you align your responses during interviews and show that you're a good cultural fit for the team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and at least 3 years of paraplanning experience, especially with HNW clients. Emphasise your technical skills in areas like estate planning, pension advice, and CGT calculations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your passion for providing sound financial advice. Mention specific experiences that demonstrate your competence in using tools like FE Analytics and CashCalc.
Highlight Relevant Skills: In your application, clearly outline your skills related to financial planning solutions, such as IHT calculations and drawdown strategies. Use examples from your previous roles to illustrate your expertise.
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 crucial in the paraplanning role.
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 can speak confidently about your experience with these platforms. If possible, brush up on their functionalities before the interview to show you're proactive and well-prepared.
✨Understand the Client Demographic
The firm primarily serves high-net-worth clients, so it's crucial to understand their unique needs and concerns. Research common financial challenges faced by this demographic and be ready to discuss how you can address them in your role as a Paraplanner.
✨Prepare Questions for the Interviewer
Interviews are a two-way street, so prepare insightful questions to ask the interviewer. This could include inquiries about the firm's growth plans, team dynamics, or how they support their Paraplanners in professional development. It shows your genuine interest in the role and the company.
