Wealth Paraplanner — Reports, Valuations & Client Support

MCS Group; Belfast City District; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Competitive salary

Onsite parking

25 days holidays

Growth opportunity

Job summary

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.

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

Analytical skills

Research skills

Client reporting

Stakeholder collaboration

Time management

Mentoring

Education

Diploma in regulated financial planning

Job description

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