Paraplanner
MCS Group is looking for a skilled Paraplanner to join a very high-performing, mid-sized financial planning firm. This is a new, full-time permanent opportunity based in-office in Belfast.
The Company:
This is a hugely respected, long-established mid-sized financial planning firm that have been offering top-tier advice to their clients for decades. The firm currently have more than £150million in funds under management, with year-on-year growth coming naturally.
This is a superb chance for an experienced paraplanner to further their skills and career by working alongside the firm's many advisers - who service clients across NI & GB.
The Rewards:
As the successful Paraplanner, you will receive the following:
* Base salary of £30,000 - £34,000
* Bonus scheme
* Private medical
* Professional qualification support
The Role:
As the successful Paraplanner, you will play a key role in:
* Preparation of advice letters and recommendations e.g. investments and pensions
* Preparation of content for annual review meetings
* Preparation of pension, income drawdown and investment reviews
* Preparation of detailed cash flow models
* Undertaking research to support recommendations
* Provision of technical support to complex client queries
* Liaison with clients
* Occasional Attendance at client meetings
The Person:
The successful Paraplanner will meet the following criteria:
* Previous experience working for a wealth management or IFA firm
* Technical paraplanning skills
* Ideally level 4 diploma qualified
* Excellent client-facing skills, communication skills
* "No problem too small" mindset, desire to be hands-on and help teammates whenever needed
To speak in absolute confidence about this Paraplanner opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group on 028 9693 5531
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.
#J-18808-Ljbffr