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Paraplanner

Posted 31/01/2024

£32000.00 - £40000.00 per annum

Belfast

Permanent

Banking & Financial Services

Job Description

MCS group are proud to be working with a leading wealth management firm who are seeking to recruit a Paraplanner for their Belfast based team.

The Paraplanner will work closely and support a team of financial advisors ensuring the highest of standards are met for clients. The successful candidate will be provided with a broad exposure to financial planning matters, a market leading salary and a benefits package in a friendly and rewarding environment as well as some flexibility with WFH.

The Role

Day to day responsibilities will include:

  • Work directly with a team of financial advisors
  • Prepare research and suitability reports for HNW clients
  • Ensuring all documentation and processes are completed for each client
  • Help lead, manage and mentor the other paraplanners
  • Oversight on all administration processes and reporting to the Company Directors
  • Working directly with the Directors to formulate and action a financial plan on behalf of clients

The Person

  • Level 4 qualified
  • Broad range of experience and technical knowledge
  • Motivated and enthusiastic
  • Able to demonstrate a good understanding of Financial Planning products, as well as technical and industry knowledge
  • Follow business processes accurately and compliantly either independently or as part of a team

The Offer

  • Salary negotiable depending on experience
  • DIS X 4
  • Free parking
  • WFH options
  • 25 days holidays + Stats
  • Birthday off
  • Training academy and exams funded
  • Pension plan

For more information, please contact Matthew Woods, Specialist Recruitment Consultant on or submit your CV via the link provided. All queries will be handled in the strictest confidence.

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Matthew Woods

Manager

Posted by MCS

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