Paraplanner - #1781122
MCS Ltd - Sage - Asta
Date: 1 day ago
City: Belfast
Contract type: Full time
Work schedule: Full day

MCS is partnering with a Belfast-based Wealth Management firm to recruit for a skilled Paraplanner for their Belfast office. The firm have a strong presence in Northern Ireland and a stellar reputation - this new hiring requirement has been brought about purely due to business growth!
This is a brand new, full-time permanent position on-site in Belfast, for a qualified Lvl 4 Paraplanner
Your Packageg.
LNKD1_UKTJ
This is a brand new, full-time permanent position on-site in Belfast, for a qualified Lvl 4 Paraplanner
Your Packageg.
- £30,000 - £40,000
- 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
- Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
- Produced technical documents for the advisers based on the research and requirements of the client
- Managing workflow and organisation of ongoing workload
- Adhering to FCA requirements and Compliance Policies
- 3+ years' experience in a Paraplanning role within Independent Financial Advisory
- Lvl 4 Diploma / qualification is essential (CII)
- Demonstrably skilled and capable in varied report-writing
- Tools / Systems knowledge in the following would be advantageous: FE Analytics, Intelligent Office, Voyant or similar
LNKD1_UKTJ
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