Paraplanner

Paraplanner

A growing wealth management firm in the Ballymena area that provides best-in-class, relationship-driven financial advice to hundreds of clients across NI & UK - is now seeking to hire a skilled Paraplanner.

This is an excellent opportunity for skilled paraplanners at various stages of their career - whether you're on the path to continue to grow as a paraplanner, or if longer-term you may want to move into an adviser / planner role.

The Role:

As Paraplanner, you will play a key role in:

• Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
• Produced technical documents for the advisers based on the research and requirements of the client
• Preparation of advice letters, recommendations, content for annual review meetings, pension/investment reviews - general technical support to complex client queries
• Assisting advisers with cashflow modelling - systems used including CashCalc, FE Analytics, Voyant
• Managing workflow and organisation of ongoing workload
• Adhering to FCA requirements and Compliance Policies

The Person:

The successful Paraplanner will meet the following criteria:

• Previous experience working within a wealth management environment
• Experience of working closely with financial advisers / financial planners
• Ideally Level 4 diploma in financial planning

• Demonstrably skilled and capable in varied report-writing

• Excellent communication skills - this is an awesome environment where people love what they do and are passionate about their clients - we are looking for like-minded people!
  

The Rewards:

• £30,000 - £35,000 base salary
• Annual bonus
• Professional qualification subsidies can be provided
• Early Friday finish
• Opportunity to grow alongside one of the most exciting wealth management firms in the country

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

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

MCS Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation, if you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please contact us and we will endeavour to facilitate the request.

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.