Trainee Financial Advisor

REF: 902750_1580143663

  • Position: Permanent
  • Salary: £30000 to £40000
  • Location: Greater Belfast

MCS Group are delighted to be working with a leading wealth management company who are seeking to recruit an experienced paraplanner who is interested in becoming a financial advisor.

The Role

This two year path into financial advice is an rare and exciting opportunity. The successful candidate will be joining a highly regarded Chartered Financial Planning firm as a Trainee Financial Planner. This will be a great opportunity for the successful candidate to establish themselves over a 2-year period as a key part of the team. The first year will consist of shadowing the company director performing all administration & paraplanning duties in relation to client meetings, learning about the firm and the standards they expect. The next 12 months will be working towards a competent advisor status.

Initial Duties & Responsibilities:

  • Pre-client meeting administration.
  • Full paraplanning duties.
  • Observing client meetings.
  • Handling client servicing queries.
  • Involvement in our firm's Research Investment Committee.

The Person

  • Experienced paraplanner (Diploma qualified or working towards Diploma in financial planning)
  • Good customer service experience
  • Sales Experience


  • £25,000 - £33,000 depending on experience & qualifications.
  • Pension
  • Private Medical Cover
  • Bonus Scheme
  • Death in Service Cover
  • Generous holiday entitlement

To speak in absolute confidence about this opportunity please send an up to date CV via the link provided or contact Matthew Woods, Specialist Consultant at MCS Group 028 9023 5456

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