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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, year-on-year 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 to support the Advisors at the highest level.
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.
Salary is expected to be in a range of between circa £38,000 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.
MLR Careers is a trading style of MLR Recruiting Ltd., registered in Northern Ireland number NI653214 and is acting as an Employment Agency for this vacancy.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Research
* Industries
Financial Services, Investment Advice, and Investment Management
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