Paraplanner

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 new, full-time permanent position on-site in Belfast, for a Level-4 Diploma Qualified Paraplanner. Your Package £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 contact Josh Craig at MCS Group Skills: Paraplanner Para Planner Financial Planning Financial Advice Wealth Management

Location: Belfast, GB

Posted Date: 5/12/2025