Paraplanner
MCS Group is looking for a skilled Paraplanner to join a very high-performing, mid-sized financial planning firm. This is a new, full-time permanent opportunity based in-office in Belfast.
The Company:
This is a hugely respected, long-established mid-sized financial planning firm that have been offering top-tier advice to their clients for decades. The firm currently have more than £150million in funds under management, with year-on-year growth coming naturally.
This is a superb chance for an experienced paraplanner to further their skills and career by working alongside the firm’s many advisers – who service clients across NI & GB.
The Rewards:
As the successful Paraplanner, you will receive the following:
- Base salary of £30,000 – £34,000
- Bonus scheme
- Private medical
- Professional qualification support
The Role:
As the successful Paraplanner, you will play a key role in:
- Preparation of advice letters and recommendations e.g. investments and pensions
- Preparation of content for annual review meetings
- Preparation of pension, income drawdown and investment reviews
- Preparation of detailed cash flow models
- Undertaking research to support recommendations
- Provision of technical support to complex client queries
- Liaison with clients
- Occasional Attendance at client meetings
The Person:
The successful Paraplanner will meet the following criteria:
- Previous experience working for a wealth management or IFA firm
- Technical paraplanning skills
- Ideally level 4 diploma qualified
- Excellent client-facing skills, communication skills
- “No problem too small” mindset, desire to be hands-on and help teammates whenever needed
To speak in absolute confidence about this Paraplanner opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group on 028 9693 5531
