Paraplanner - #1781122

MCS Ltd - Sage - Asta


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

  • £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

What Your Day Would Look Like

  • 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

Your Skills

  • 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

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contac Josh Craigt a MCS Group 028 9693 5531t

LNKD1_UKTJ

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Mid-Level UX Designer, B2C

EverQuote,
11 hours ago
Location: Belfast, Hybrid (2 days in office) Full time, Permanent Life at Everquote Come join us at EverQuote, a leading online insurance marketplace. We're on a mission to help consumers better protect life's most important assets: their families, property and...
EverQuote

Sales Engineer

TieTalent,
19 hours ago
About Sales Engineer Northern Ireland £50,000 - £60,000 Basic + Uncapped Bonus (£100k - 120k Plus) + Training + Hybrid + Holidays + Pension + MORE Join a company that will invest in your future, and assist you to become...
TieTalent

Belfast Cycle Mechanic

Videalert,
1 day ago
Here at NSL, part of Marston Holdings Ltd., we are not just the “parking people”; we are so much more than that. Our team of highly-trained frontline colleagues and back-office support team members provide outsourced business services to the public...
Videalert