Wealth Paraplanner: Reports, Analysis & Client Support

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 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.