Paraplanner

MCS Group; Newry; On-site; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Salary up to £45,000

Bonus

Progression Opportunities

Competitive Benefits

Job summary

MCS Group are partnering with a financial advisory firm in Newry to appoint a Paraplanner. You will analyse data, research and prepare client recommendations, and generate accurate client reports in a collaborative, supportive culture.

The role offers opportunities for progression, ongoing professional development, and an attractive remuneration package up to £45,000 plus bonus. You will mentor junior paraplanners and administrators while handling complex cases.

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.

Responsibilities

• 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

Skills

Analysing data

Report generation

Workflow management

Mentoring paraplanners

Education

Diploma in regulated financial planning

Job description

MCS Group are delighted to be partnering with a financial advisory company as they look to appoint a Paraplanner to join their expanding team in Newry.

The Company:

Our client is a long-established and highly respected financial planning firm with a strong reputation for delivering exceptional advice and building lasting client relationships. Known for its supportive and friendly culture, the business offers a collaborative environment where employees are valued and encouraged to succeed. This is an excellent opportunity for a Paraplanner to join a growing organisation that provides genuine career progression, ongoing professional development, and outstanding earning potential.

The Rewards:

As the successful Paraplanner, you will receive:

• Salary up to £45,000
• Bonus
• Progression Opportunities
• Other Competitive Benefits

The Role:

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

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Liam Hogan, Specialist Recruitment Consultant for Financial Services at MCS Group 028 9049 0859.

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

Not all agencies are the same…MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Liam Hogan, at MCS Group on 028 9049 0859.

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.

Not all agencies are the same…MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.