Paraplanner

MCS Group; Belfast City District; Sur place; GBP 30 000 - 42 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Onsite parking

25 days holidays

Growth opportunity

Résumé du poste

MCS Group are partnering with a nationwide wealth organisation to recruit a Paraplanner for their specialist team in Belfast. The role reports to the Operations Director and involves analysing data, building client recommendations, and preparing accurate reports for advisers.

You will also handle valuations and quotations, manage workflows and deadlines, and mentor junior paraplanners and administrators. The successful candidate will hold a Diploma in regulated financial planning and possess

Qualifications

• Diploma in regulated financial planning.
• Experience within a wealth management environment.
• Ability to work collaboratively with key stakeholders.
• Ability to adapt quickly to changing factors.

Responsabilités

• Analysing data, researching and building recommendations.
• Creating accurate reports for clients.
• Valuations, quotations, providing administrative support to clients and advisors.
• Managing workflows and time scales.
• Training mentoring trainee paraplanners and administrators.
• Dealing with complex cases.

Connaissances

Analytical skills

Research skills

Client reporting

Stakeholder collaboration

Time management

Mentoring

Formation

Diploma in regulated financial planning

Description du poste

MCS Group are delighted to be partnering with a nationwide wealth organisation as they look to appoint a Paraplanner to join their specialist team in Belfast.

The Company:

Our client is a well-established organisation operating across the UK, delivering specialist services within the wealth management sector.

The company provide a full-service wealth management house delivering intelligent solutions for clients lifetime financial journey.

The Rewards:

As the successful Paraplanner, you will receive::

• Competitve base salary + extensive benefits;
• 25 days holidays + statutory
• Free Onsite Parking
• Opportunity to join a growing and forward-thinking organisation;

The Role:

Reporting to Operations Director, the successful Paraplanner will be responsible for:

• Analysing data, researching and building recommendations
• Creating accurate reports for clients
• Valuations, quotations, providing administrative support to clients and advisors.
• Managing workflows and time scales
• Training mentoring trainee paraplanners and administrators
• Dealing with complex cases

The Person:

The successful Paraplanner will meet the following criteria:

• Have a Diploma in regulated financial planning
• Experience within a wealth management environment
• Ability to work collaboratively with key stakeholders
• Ability to adapt quickly to changing factors