Job Description
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:
* Competitive base salary (depending on experience)
* Bonus scheme
* Private medical
* Professional qualification support
The Role:
As the successful Paraplanner, you will play a key role in:
1. Preparation of advice letters and recommendations e.g. investments and pensions
2. Preparation of content for annual review meetings
3. Preparation of pension, income drawdown and investment reviews
4. Preparation of detailed cash flow models
5. Undertaking r...