Paraplanner

MCS Group is looking for a skilled Paraplanner to join a high-performing, dynamic financial planning firm. This is a new, full-time permanent opportunity based in Co. Down.

The Company:

This is a highly-respected, established wealth management firm based in Co. Down that have long since established themselves as providing industry-leading solutions across investments and pensions.

With a diverse, long-running bank of high net worth clients – the firm stands out as a workplace where no two days look the same.

The business is experiencing an exciting period of growth and is actively engaged with the market in looking to add to their existing, high-performing team.

The Rewards:

As the successful Paraplanner, you will receive the following:

• Package of £35,000 – £40,000
• Generous overall benefits package
• Opportunity to work alongside and learn from some of the industry’s best

The Role:

As the successful Paraplanner, you will play a key role in:

• Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
• Produce technical documents for the advisers based on the research and requirements of the client
• Managing workflow and organisation of ongoing workload
• Adhering to FCA requirements and Compliance Policies

The Person:

The successful Paraplanner will meet the following criteria:

• Experience in a paraplanner capacity within wealth management & financial planning
• Level 4 Diploma qualified – any further professional qualifications are a bonus
• Excellent communication skills and client-facing manner

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

Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs

MCS Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation, if you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please contact us and we will endeavour to facilitate the request.

Not all agencies are the sameMCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.

Skills:
paraplanner wealth management financial planning investment advice