Paraplanner

<p> <p><strong>Paraplanner </strong><br>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. </p> <p><strong>The Company: </strong> </p><p>MCS Group are partnering with a reputable wealth management company to hire a Paraplanner for their headquarters office in the greater Lisburn area. </p><p>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. </p><p>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. </p> <p><strong>The Rewards: </strong> </p><p>As the successful Paraplanner, you will receive: </p><ul><li>£28,000 - £40,000 dependent on experience </li><li>Hybrid/flexible working options (4x Days Office) </li><li>22 days annual leave + 13 statutory days </li><li>Full support and pathway to progress into an Adviser role </li> </ul> <p><strong>The Role: </strong> </p><p>As the successful Paraplanner you will report to the Director, and will be responsible for: </p><ul><li>Work in an end-to-end paraplanning role supporting financial advisers </li><li>Meet with clients and assist with fact-finding processes </li><li>Conduct research on pensions, investments, and protection products </li><li>Prepare suitability reports and recommendation documents </li><li>Process new business applications (pensions, ISAs, investments) </li><li>Prepare client meeting packs and portfolio reports </li><li>Other duties as outlined in the full job description. </li> </ul> <p><strong>The Person: </strong> </p><p>As the successful Paraplanner, you will meet the following criteria: </p><ul><li>Previous experience within financial services </li><li>Strong attention to detail and organisational skills </li><li>Excellent communication skills with a client-focused approach </li><li>Ability to work both independently and as part of a team </li> </ul> <p><strong>If you are interested in this opportunity or would like to find out more, please apply or get in touch with MCS Group today. </strong> </p><p><strong>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 . </strong> </p><p><strong>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 </strong> </p><p><strong>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. </strong> </p> </p><p><strong>Skills: </strong> <br>research reports suitability portfolio products packs </p><p><strong>Benefits: </strong> <br>Hybrid Working Pension PMI </p><br/><p>WHJS1_NI </p>