Financial Planning Assistant

MCS is delighted to be recruiting for a leading global Wealth Management firm, who are expanding their financial planning team by adding a Financial Planning Assistant to their Belfast offices. This is a fantastic opportunity to join a highly renowned business at a time of exciting growth.

This is a brand new, full-time permanent opportunity in Belfast, which will see the successful individual embark on a fully-support career journey towards becoming a Financial Planner or Paraplanner.

Your Package

• Package of £24,000 - £28,000
• Life assurance
• Matched pension
• Private medical insurance

What your day would look like

• Supporting the team’s financial planners and advisors
• Gaining an in-depth understanding of the wealth management industry
• Working through client journeys, report-writing and different types of analysis
• Enrolling in the CII Level 4 Diploma in Regulated Financial Planning

Your skills

• This opportunity would suit a recent graduate in a Financial Services of Finance related field of study
• This role would also suit someone who has 1 – 2 years’ experience within financial planning administration who is keen to progress their career
• Must have a desire to pursue career as Paraplanner / Financial Planner – willingness to work through relevant exams and qualifications

To 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

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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