Paraplanner (Exclusive)

Paraplanner - Belfast (Exclusive)

MCS Group are exclusively partnering with a leading wealth management company in the Belfast area to recruit a paraplanner.

The Company:

Our client is a well established financial services firm based in the Belfast area and have multiple sites across the UK & Channel Islands. They provide a range of services from investment management, wealth management and tax planning to their extensive customer base. Now is a great time to be joining the company as they look to add a new Paraplanner role to their Financial Planning team in Belfast.

The Rewards:

As the successful Paraplanner, you will receive the following:

• £38-42k base salary (D.O.E) + extensive benefits;
• Bonus;
• Flexible/hybrid working options (3 days office/2 days home);
• Opportunity work for a highly reputable and growing business.

The Role:

As the successful Paraplanner you will report directly to the Financial Planning Director and will be responsible for the following:

• Creating & delivering high quality advice to clients;
• Prepare cash flows for clients;
• Attend client meetings;
• Prepare meeting notes & conduct research;
• Liaise with key stakeholders to deliver income objectives;
• Other duties as outlined in the full job description.

The Person:

The successful Paraplanner will meet the following criteria:

• CII Diploma in Financial Planning or qualified by experience;
• Strong report writing experience;
• Strong IT skills;
• Strong communication skills.

To speak in absolute confidence about this opportunity please send an up to date CV via the link provided or contact Adam Macklin, Head of Accountancy & Financial Services at MCS Group 028 9693 5490

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

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