Paraplanner

REF: 904552_1599468237

07/09/2020
  • Position: Permanent
  • Salary: £30000 to £40000
  • Location: Greater Belfast

MCS Group are proud to be working with a growing Belfast based firm who are seeking to recruit an experienced Paraplanner for their team.

My client is seeking to recruit an experienced Paraplanner for their Belfast based team. This is an excellent opportunity for the successful candidate to join a firm that places a great emphasis on employee progression, quality customer service and expert delivery throughout.

The Role

Day to day responsibilities will include:

  • Organising client files for meetings, preparation of valuations and product research
  • Working closely with the companies Financial Advisers
  • Monitoring and helping to manager junior members of staff
  • Submission of new business applications, monitoring through to completion
  • Ability to process Pension transfers and replacement business
  • Maintaining and ensuring completeness of client files for compliance purposes
  • Prepare draft suitability reports for clients
  • Liaising with clients and professional bodies
  • Managing/updating business pipeline and all client files
  • Organising appointment diary and advisor meetings
  • General administration duties

Desirable Criteria

  • Fully level 4 qualified
  • 3+ years' experience in a similar role
  • Experience working within a IFA practice
  • Knowledge of investments, pensions and protection products

The Offer

  • Competitive salary and benefits
  • Pension plan
  • Flexible working arrangements / WFH options

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 www.mcsgroup.jobs