Paraplanner
MCS Group · Belfast, Northern Ireland ·
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 To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Liam Hogan, Specialist Recruitment Consultant for Financial Services at MCS Group 028 9049 0859.
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