Paraplanner

Paraplanner
MCS Group are delighted to be working with a growing and well-established wealth management firm to recruit a Paraplanner to join their expanding team.

The Company:

MCS Group are partnering with a reputable wealth management company to hire a Paraplanner for their headquarters office in the greater Lisburn area.

Providing a full range of financial services including Insurance & Protection, Savings & Investments, and Pensions, the firm has built a strong reputation for delivering tailored advice and building long-term client relationships.

This is an excellent opportunity to join a close-knit and growing team, offering strong exposure, career progression, and the opportunity to develop into an Adviser role.

The Rewards:

As the successful Paraplanner, you will receive:

• £28,000 - £40,000 dependent on experience
• Hybrid/flexible working options (4x Days Office)
• 22 days annual leave + 13 statutory days
• Full support and pathway to progress into an Adviser role

The Role:

As the successful Paraplanner you will report to the Director, and will be responsible for:

• Work in an end-to-end paraplanning role supporting financial advisers
• Meet with clients and assist with fact-finding processes
• Conduct research on pensions, investments, and protection products
• Prepare suitability reports and recommendation documents
• Process new business applications (pensions, ISAs, investments)
• Prepare client meeting packs and portfolio reports
• Other duties as outlined in the full job description.

The Person:

As the successful Paraplanner, you will meet the following criteria:

• Previous experience within financial services
• Strong attention to detail and organisational skills
• Excellent communication skills with a client-focused approach
• Ability to work both independently and as part of a team

If you are interested in this opportunity or would like to find out more, please apply or get in touch with MCS Group today.

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 .

Even 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 jobs

Not all agencies are the sameMCS 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.

Skills:
research reports suitability portfolio products packs

Benefits:
Hybrid Working Pension PMI

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