Paraplanner - Belfast area (Exclusive)
MCS Group are exclusively partnering with a major UK-wide chartered financial planning firm in the Belfast area to recruit a skilled paraplanner.
The Company:
Our client is a very well-established financial services firm based in the Belfast area and have many offices across the UK. They provide a range of services from investment management, wealth management and tax planning to their extensive customer base. Now is a great time to be joining the company as they look to add a new Paraplanner role to their Financial Planning team in Belfast.
The Rewards:
* £35,000 - £40,000 base salary (D.O.E) + extensive benefits
* 25 days holidays + stats
* 4x DIS
* Early Friday finishes
* Funded professional qualifications
* Free parking
The Role:
As the successful Paraplanner you will report directly to the Financial Planning Director and will be responsible for the following:
* Working with advisers to create and deliver high-quality advice to clients
* Product research and suitability reporting and report writing
* Technical paraplanning in areas such as pensions, SIPP/SSAS, Inheritance tax (IHT), Commercial property purchases & more
* Attending client meetings when required
* Prepare meeting notes & conduct research
* Liaise with key stakeholders to deliver income objectives
The Person:
The successful Paraplanner will meet the following criteria:
* Level 4 Diploma in Financial Planning
* Paraplanning experience in an IFA environment
* Strong report writing experience
* Strong IT skills
* Strong communication skills
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group 02896 935531.
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