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Paraplanner

Posted 11/04/2024

Up to £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.

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.

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