Paraplanner Job Description
We are seeking a skilled Paraplanner to join our team at a Belfast-based Wealth Management firm.
About the Role
This is a new, full-time permanent position on-site in Belfast for a Level-4 Diploma Qualified Paraplanner. As a Paraplanner, you will provide paraplanning support to the financial advisers and liaise with the team to implement advice for clients.
Responsibilities:
* Producing technical documents for advisers based on client research and requirements.
* Managing workflow and organisation of ongoing workload.
* Adhering to FCA requirements and Compliance Policies.
Requirements:
* 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.
Benefits:
* Pension Contribution: 5% of basic salary.
* Death in Service: 4 X basic salary.
* Private Medical Insurance: Fully comprehensive non-contributory plan.
* Income Protection: Fully insured via a group income protection scheme.
* Holidays: 25 days pa + statutory days.
About Us:
MCS Group is passionate about providing a first-class service to all our customers. We have an independent review rating of 4.9 stars on Google. If this position is not right for you, we may have others that are.