ParaplannerMCS Group is looking for a skilled Paraplanner to join a very high-performing, mid-sized financial planning firm. This is a new, full-time permanent opportunity based in-office in Belfast. The Company:This is a hugely respected, long-established mid-sized financial planning firm that have been offering top-tier advice to their clients for decades. The firm currently have more than £150million in funds under management, with year-on-year growth coming naturally.This is a superb chance for an experienced paraplanner to further their skills and career by working alongside the firm's many advisers - who service clients across NI & GB. The Rewards:As the successful Paraplanner, you will receive the following:Competitive base salary (depending on experience)Bonus schemePrivate medicalProfessional qualification support The Role:As the successful Paraplanner, you will play a key role in:Preparation of advice letters and recommendations e.g. investments and pensionsPreparation of content for annual review meetingsPreparation of pension, income drawdown and investment reviewsPreparation of detailed cash flow modelsUndertaking research to support recommendationsProvision of technical support to complex client queriesLiaison with clientsOccasional Attendance at client meetings The Person:The successful Paraplanner will meet the following criteria:Previous experience working for a wealth management or IFA firmTechnical paraplanning skillsIdeally level 4 diploma qualifiedExcellent client-facing skills, communication skills"No problem too small" mindset, desire to be hands-on and help teammates whenever neededTo speak in absolute confidence about this opportunity please send an up to date CV via the link provided or contact Josh Craig at MCS Group on 02896 935531Even 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 Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation, if you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please contact us and we will endeavour to facilitate the request.Not all agencies are the same…MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.
Job Title
Paraplanner