Job Title: Paraplanner
Company: MCS is partnering with a Belfast-based Wealth Management firm.
This new, full-time permanent position on-site in Belfast, requires a skilled Level-4 Diploma Qualified Paraplanner.
About the Role
The successful candidate will provide paraplanning support to the financial advisers and liaise with the team to implement the advice for clients, resulting in positive client-centric outcomes.
The role involves producing technical documents for the advisers based on research and client requirements, managing workflow and organisation of ongoing workload, and 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) is essential
* Demonstrably skilled and capable in varied report-writing
* Tools / Systems knowledge in FE Analytics, Intelligent Office, Voyant or similar would be advantageous
What We Offer
* £30,000 - £40,000 salary
* 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
Send an up-to-date CV via the provided link to express interest in this opportunity.