Job Title:
Paraplanner
About the Role:
MCS is partnering with a Belfast-based Wealth Management firm to recruit for a skilled Paraplanner. The firm has a strong presence in Northern Ireland and a stellar reputation, driven by business growth.
Your Benefits:
* Pension Contribution: 5% of basic salary
* Death in Service: 4 X basic salary
* Private Medical Insurance: Fully comprehensive non-contributory plan
* Holidays: 25 days pa + statutory days
About Your Day:
* Providing paraplanning support to financial advisers
* Liaising with the team to implement advice for clients
* Producing technical documents based on client research and requirements
* Managing workflow and organisation of ongoing workload
* Adhering to FCA requirements and Compliance Policies
Your Skills:
* 3+ years' experience in a Paraplanning role within Independent Financial Advisory
* Lvl 4 Diploma / qualification (CII) essential
* Demonstrably skilled and capable in varied report-writing
* Tools / Systems knowledge in FE Analytics, Intelligent Office, Voyant or similar advantageous