Paraplanner

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 + statutoryFree Onsite ParkingOpportunity 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 recommendationsCreating accurate reports for clientsValuations, quotations, providing administrative support to clients and advisors.Managing workflows and time scalesTraining mentoring trainee paraplanners and administratorsDealing with complex cases The Person:The successful Paraplanner will meet the following criteria:Have a Diploma in regulated financial planningExperience within a wealth management environmentAbility to work collaboratively with key stakeholdersAbility to adapt quickly to changing factors To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Liam Hogan, Specialist Recruitment Consultant for Financial Services at ..... full job details .....