Paraplanner

MCS is partnering with a renowned Wealth Management & Financial Planning firm which have a strong presence in NI, to recruit for a skilled Paraplanner for their Belfast office – to join at a crucial time in the firm’s growth, supporting their 1000+ clients.

This brand-new role is a full-time, permanent opportunity that would suit a qualified Lvl 4 Paraplanner seeking to elevate their career and who genuinely enjoys a highly social working environment.

Your Package

• Package of £35,000-£40,000
• Pension
• Life insurance
• 9am – 5pm Monday to Friday

What your day would look like

• Processing new business on the relevant platform
• Submitting relevant cases for pre-approval in line with the compliance manual
• Working closely with advisers for technical meeting preparation and analysis
• Developing and managing effective systems, processes and procedures to continuously improve Practice efficiency
• Support the workflow of advisers, to ensure all cases are actioned within specific timeframes
• Technical support to all employees, as well as ongoing support to ensure high accuracy and attention to detail

Your skills

• 5+ years’ experience in a Paraplanning role within IFA or Investment Management
• Lvl 4 qualification is essential
• Demonstrably skilled and capable in varied report-writing
• Skilled in trust-planning and transfers
• Tools / Systems knowledge in the following would be advantageous: FE Analytics, Intelligent Office, Voyant or similar

To speak in absolute confidence about this Paraplanner 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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