Paraplanner – Belfast
BMS Group is partnering with a Belfast‑based Wealth Management firm to recruit a skilled Paraplanner for their office. This brand new, full‑time permanent position is on‑site in Belfast, for a qualified Lvl 4 Paraplanner with a focus on report‑writing.
Package
* Pension contribution 5% of base salary
* Death in service 4 × base salary
* Private medical insurance – comprehensive non‑contributory plan
* Income protection – fully insured via group scheme
* Holidays 25 days pa + statutory days
Responsibilities
* Provide paraplanning support to financial advisers and liaise with the team to implement advice for clients, producing positive client‑centric outcomes
* Produce technical documents based on client research and requirements
* Manage workflow and organisation of ongoing workload
* Adhere to FCA requirements and compliance policies
Qualifications
* 3+ years experience in a Paraplanning role within Independent Financial Advisory
* Demonstrably skilled in varied report‑writing
* Tools/Systems knowledge – FE Analytics, Intelligent Office, Voyant or similar (advantageous)
To apply, please send an up‑to‑date CV via the link provided or contact Josh Craig at 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 at www.mcsgroup.jobs.
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