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

Skills:
paraplanner financial adviser financial administration wealth management para planner