Paraplanner/Technician

REF: BBBH29094_1631607298

14/09/2021
  • Position: Permanent
  • Salary: £30000 to £40000
  • Location: IRE - NW

MCS group are proud to be working with a growing investment firm who are seeking to recruit a Paraplanner for their Derry/Londonderry based team.

The Paraplanner will work closely with the financial advisors ensuring the highest of standards are met for clients. The successful candidate will work closely with all members of the company in a varied and challenging role, making a real contribution to the firm.

The Role

Day to day responsibilities will include:

  • Work closely with a team of financial advisors
  • Managing a high degree of client contact & client servicing
  • Monitoring cases through to completion
  • Managing system and procedure reviews
  • Completing research work/portfolio analysis
  • Keeping up to date with legislation and compliance regulations and ensure procedures are being followed

The Person

  • Experienced level 4 qualified paraplanner
  • Broad range of exposure
  • Excellent communication skills (written and verbal)
  • Strong technical knowledge across Financial Planning
  • Motivated and enthusiastic

The Offer

  • £28,000 - £36,000 DOE
  • Flexibility with start and finish times
  • 20 days holidays
  • Discretionary annual bonus