Paraplanner MCS Group is delighted to be working with a growing and well‑established wealth management firm to recruit a Paraplanner to join their expanding team.
The Company
MCS Group are partnering with a reputable wealth management company to hire a Paraplanner for their headquarters office in the greater Lisburn area. Providing a full range of financial services including Insurance & Protection, Savings & Investments, and Pensions, the firm has built a strong reputation for delivering tailored advice and building long‑term client relationships. This is an excellent opportunity to join a close‑knit and growing team, offering strong exposure, career progression, and the opportunity to develop into an Adviser role.
The Rewards
As the successful Paraplanner, you will receive:
* £28,000 - £40,000 dependent on experience
* Hybrid/flexible working options (4x Days Office)
* 22 days annual leave + 13 statutory days
* Full support and pathway to progress into an Adviser role
The Role
As the successful Paraplanner you will report to the Director, and will be responsible for:
* Work in an end‑to‑end paraplanning role supporting financial advisers
* Meet with clients and assist with fact‑finding processes
* Conduct research on pensions, investments, and protection products
* Prepare suitability reports and recommendation documents
* Process new business applications (pensions, ISAs, investments)
* Prepare client meeting packs and portfolio reports
* Other duties as outlined in the full job description.
The Person
As the successful Paraplanner, you will meet the following criteria:
* Previous experience within financial services
* Strong attention to detail and organisational skills
* Excellent communication skills with a client‑focused approach
* Ability to work both independently and as part of a team
How to Apply
To speak in absolute confidence about this opportunity, please send an up‑to‑date CV via the provided link or contact Adam Macklin, Head of Accountancy & Financial Services at MCS Group 028 9693 5490.
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