MCS Group are delighted to be partnering with a nationwide wealth organisation as they look to appoint a Paraplanner to join their specialist team in Belfast.
The Company:
Our client is a well-established organisation operating across the UK, delivering specialist services within the wealth management sector.
The company provide a full-service wealth management house delivering intelligent solutions for clients lifetime financial journey.
The Rewards:
As the successful Paraplanner, you will receive::
- Competitve base salary + extensive benefits;
- 25 days holidays + statutory
- Free Onsite Parking
- Opportunity to join a growing and forward-thinking organisation;
The Role:
Reporting to Operations Director, the successful Paraplanner will be responsible for:
- Analysing data, researching and building recommendations
- Creating accurate reports for clients
- Valuations, quotations, providing administrative support to clients and advisors.
- Managing workflows and time scales
- Training mentoring trainee paraplanners and administrators
- Dealing with complex cases
The Person:
The successful Paraplanner will meet the following criteria:
- Have a Diploma in regulated financial planning
- Experience within a wealth management environment
- Ability to work collaboratively with key stakeholders
- Ability to adapt quickly to changing factors
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