Paraplanner – Belfast (Exclusive)
MCS Group are exclusively partnering with a leading wealth management company in the Belfast area to recruit a paraplanner.
The Company:
Our client is a well established financial services firm based in the Belfast area and have multiple sites across the UK & Channel Islands. They provide a range of services from investment management, wealth management and tax planning to their extensive customer base. Now is a great time to be joining the company as they look to add a new Paraplanner role to their Financial Planning team in Belfast.
The Rewards:
As the successful Paraplanner, you will receive the following:
- £38-42k base salary (D.O.E) + extensive benefits;
- Bonus;
- Flexible/hybrid working options (3 days office/2 days home);
- Opportunity work for a highly reputable and growing business.
The Role:
As the successful Paraplanner you will report directly to the Financial Planning Director and will be responsible for the following:
- Creating & delivering high quality advice to clients;
- Prepare cash flows for clients;
- Attend client meetings;
- Prepare meeting notes & conduct research;
- Liaise with key stakeholders to deliver income objectives;
- Other duties as outlined in the full job description.
The Person:
The successful Paraplanner will meet the following criteria:
- CII Diploma in Financial Planning or qualified by experience;
- 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 Adam Macklin, Head of Accountancy & Financial Services 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:
reports sustainability paraplanner research financial planning
Benefits:
bonus hybrid/flexible working
