Paraplanner

MCS Group are delighted to be partnering with a nationwide wealth organisation as they look to appoint a Paraplanner to join their specialist team in Belfast.

The Company:

Our client is a well-established organisation operating across the UK, delivering specialist services within the wealth management sector.

The company provide a full-service wealth management house delivering intelligent solutions for clients lifetime financial journey.

The Rewards:

As the successful Paraplanner, you will receive::

• Competitve base salary + extensive benefits;
• 25 days holidays + statutory
• Free Onsite Parking
• Opportunity to join a growing and forward-thinking organisation;

The Role:

Reporting to Operations Director, the successful Paraplanner will be responsible for:

• 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

The Person:

The successful Paraplanner will meet the following criteria:

• Have a 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

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