28 Aug 2025 BBBH59674 Paraplanner (Exclusive) £40000.00 - £45000.00 per annum + bonus, hybrid/f[...]

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OverviewParaplanner - Belfast (Exclusive)MCS Group are exclusively partnering with a leading wealth management company in the Belfast area to recruit a paraplanner.The CompanyOur client is a well established financial services firm based in the Belfast area and have multiple sites across the UK & Channel Islands. 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 RewardsAs the successful Paraplanner, you will receive the following:£38-42k base salary (D.O.E) + extensive benefits;Bonus;Flexible/hybrid working options (3 days office/2 days home);Opportunity work for a highly reputable and growing business.The RoleAs the successful Paraplanner you will report directly to the Financial Planning Director and will be responsible for the following:Creating & delivering high quality advice to clients;Prepare cash flows for clients;Attend client meetings;Prepare meeting notes & conduct research;Liaise with key stakeholders to deliver income objectives;Other duties as outlined in the full job description.The PersonThe successful Paraplanner will meet the following criteria:CII Diploma in Financial Planning or qualified by experience;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 Adam Macklin, Head of Accountancy & Financial Services at MCS Group 028 9693 5490Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobsNot all agencies are the same…MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google. #J-18808-Ljbffr
Location:
Belfast, Northern Ireland, United Kingdom
Job Type:
FullTime

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