Paraplanner

MCS is delighted to be partnering with an established Wealth Management firm in Greater Belfast to recruit for a skilled Paraplanner to compliment a period of growth for the business.

This new full-time, permanent opportunity would suit career Paraplanners at varying stages of their career who are simply looking to join a highly respected and highly qualified firm who can genuinely help with long-term career growth.

Our client offers a fresh approach to traditional financial planning, with a bespoke process at the heart of what they do. With an impressive growth projection, this opportunity would be very suited to someone who is looking to take their next step in a growing technical advice firm.

If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!

What you'll be doing:
• Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
• Produced technical documents for the advisers based on the research and requirements of the client
• Managing workflow and organisation of ongoing workload
• Adhering to FCA requirements and Compliance Policies

What you need to apply:
• Ideally 3+ Years Paraplanning experience with knowledge in pensions and Investments
• Level 4 Diploma is desirable, but not essential
• Excellent communication skills and client management
• Tools / Systems knowledge in the following would be advantageous: FE Analytics, Intelligent Office, Voyant or similar

What's in it for you?
• A basic salary of up to £30,000 - £40,000 dependent on experience and qualifications
• 35 hour week Monday – Friday, 9am – 5pm with 1-day per week working from home
• Exam funding and support
• Generous annual leave allowance