Paraplanner

MCS is partnering with a Belfast-based Wealth Management firm to recruit for a skilled Paraplanner for their Belfast office. The firm have a strong presence in Northern Ireland and a stellar reputation – this new hiring requirement has been brought about purely due to business growth!

This is a brand new, full-time permanent position on-site in Belfast, for aLevel-4 Diploma Qualified Paraplanner.

Your Package

• £30,000 - £40,000
• Pension Contribution 5% of basic salary
• Death in Service 4 X basic salary
• Private Medical Insurance Fully comprehensive non-contributory plan.
• Income Protection Fully insured via a group income protection scheme
• Holidays 25 days pa + statutory days

What your day would look like

• 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

Your skills

• 3+ years’ experience in a Paraplanning role within Independent Financial Advisory
• Lvl 4 Diploma / qualification is essential (CII)
• Demonstrably skilled and capable in varied report-writing
• Tools / Systems knowledge in the following would be advantageous: FE Analytics, Intelligent Office, Voyant or similar

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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