Paraplanner

MCS Group; Belfast; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading Wealth Management firm in Belfast is looking for a qualified Paraplanner to join their team. This full-time permanent role focuses on providing paraplanning support, producing detailed reports, and complying with regulatory standards. The ideal candidate should have at least 3 years of experience and a Level 4 Diploma in financial planning.

Benefits

Pension Contribution 5%

Death in Service 4 X basic salary

Private Medical Insurance

Income Protection via group scheme

25 days holidays + statutory days

Qualifications

• 3+ years' experience in a Paraplanning role within Independent Financial Advisory.
• Demonstrably skilled in varied report-writing.
• Knowledge of tools/systems: FE Analytics, Intelligent Office, Voyant.

Responsibilities

• Providing paraplanning support to financial advisers.
• Producing technical documents based on client research.
• Managing workflow and compliance adherence.

Skills

Report-writing

Client-centric outcomes

Workflow management

Education

Lvl 4 Diploma / qualification (CII)

Tools

FE Analytics

Intelligent Office

Voyant

Job description

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 a qualified Lvl 4 Paraplanner with heavy focus on report-writing.

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 028 9693 5531

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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