Paraplanner

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.

This is an excellent opportunity for a paraplanner seeking a forward thinking company with direct access to senior mentorship. The Paraplanner will work closely and support a team of financial advisors ensuring the highest of standards are met for clients.

The Role

Day to day responsibilities will include:

• Work directly with a team of financial advisors and other paraplanners
• Prepare research and suitability reports for wide range of clients
• Ensure compliance throughout the role
• Ensuring all documentation and processes are completed for each client
• Oversight on all administration processes
• Working directly with the Directors to formulate and action a financial plan on behalf of clients

The Person

• Level 4 qualified - paraplanning experience
• 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 - £30k - £40k+
• Bonus
• DIS & PMI
• Income protection
• 25 days holidays + Stats
• Exams funded
• Half day Fridays
• Pension plan

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