Paraplanner – Greater Belfast
An impressive, boutique independent wealth management firm in Greater Belfast are now seeking to speak with paraplanners for a new role.
The Company:
In their stunning office 10 minutes from Belfast City Centre, this highly skilled team are part of a UK-wide group of independent wealth management firms. They provide a wide range of personal and corporate financial planning services – including investments, IHT, pension, life cover & much more.
The Rewards:
As the successful Paraplanner, you will receive the following:
- £30,000 – £40,000 base salary (D.O.E) + extensive benefits
- Generous annual leave allowance
- Funded professional qualifications
- Free parking
The Role:
As the successful Paraplanner you will report to the practice principal and work very closely with the Belfast advisers and will be responsible for the following:
- Writing financial planning reports that advisers will present to clients
- Supporting advisers by conducting research on products, helping to find the right solutions for clients
- Assisting with reviews and customer requests – being POC for clients on day-to-day queries
- Arranging plans to be submitted to provider companies
- Maintenance of client records – ensuring client and company files are accurate, well-presented and compliant
- Preparation of client review packs, illustration requests
The Person:
The successful Paraplanner will meet the following criteria:
- Ideally Level 4 Diploma in Financial Planning
- Paraplanning experience in an IFA environment is preferred
- Strong report writing experience
- Strong IT skills
- Strong communication skills
To speak in absolute confidence about this 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
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 financial planning para planner financial advice wealth management
