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For Companies At a Glance
- Tasks: Join a dynamic team to prepare advice letters and support client queries.
- Company: A respected financial planning firm with over £150 million in funds under management.
- Benefits: Enjoy a competitive salary, bonus scheme, private medical, and professional qualification support.
- Why this job: Enhance your skills while making a real impact in clients' financial journeys.
- Qualifications: Experience in wealth management or IFA, ideally level 4 diploma qualified.
- Other info: Work in a supportive environment with a 'no problem too small' mindset.
The predicted salary is between 30000 - 34000 £ per year.
MCS Group is looking for a skilled Paraplanner to join a very high-performing, mid-sized financial planning firm. This is a new, full-time permanent opportunity based in-office in Belfast.
The Company:
This is a hugely respected, long-established mid-sized financial planning firm that has been offering top-tier advice to their clients for decades. The firm currently has more than £150 million in funds under management, with year-on-year growth coming naturally.
This is a superb chance for an experienced paraplanner to further their skills and career by working alongside the firm's many advisers - who service clients across NI & GB.
The Rewards:
- Base salary of £30,000 - £34,000
- Bonus scheme
- Private medical
- Professional qualification support
The Role:
As the successful Paraplanner, you will play a key role in:
- Preparation of advice letters and recommendations e.g. investments and pensions
- Preparation of content for annual review meetings
- Preparation of pension, income drawdown and investment reviews
- Preparation of detailed cash flow models
- Undertaking research to support recommendations
- Provision of technical support to complex client queries
- Liaison with clients
- Occasional attendance at client meetings
The Person:
The successful Paraplanner will meet the following criteria:
- Previous experience working for a wealth management or IFA firm
- Technical paraplanning skills
- Ideally level 4 diploma qualified
- Excellent client-facing skills, communication skills
- "No problem too small" mindset, desire to be hands-on and help teammates whenever needed
Paraplanner employer: MCS Group | Your Specialist Recruitment Consultancy
Contact Detail:
MCS Group | Your Specialist Recruitment Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with current paraplanners and financial advisers. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and tools used in paraplanning. Being knowledgeable about current trends and software can set you apart from other candidates and show your commitment to the profession.
✨Tip Number 3
Prepare to discuss specific scenarios during interviews. Think of examples from your past experience where you successfully handled complex client queries or provided valuable technical support, as this will demonstrate your capability in the role.
✨Tip Number 4
Showcase your soft skills, especially communication and teamwork. Since the role involves liaising with clients and working alongside advisers, emphasising your ability to collaborate and communicate effectively can make a strong impression.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in wealth management or IFA firms. Emphasise your technical paraplanning skills and any relevant qualifications, especially if you hold a level 4 diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-facing skills and your 'no problem too small' mindset. Explain why you're passionate about the role and how you can contribute to the firm's success.
Showcase Relevant Experience: In your application, provide specific examples of your past work that relate to the responsibilities listed in the job description, such as preparing advice letters, conducting research, and liaising with clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner.
How to prepare for a job interview at MCS Group | Your Specialist Recruitment Consultancy
✨Showcase Your Technical Skills
As a Paraplanner, you'll need to demonstrate your technical paraplanning skills. Be prepared to discuss specific examples of how you've prepared advice letters, conducted research, or created cash flow models in your previous roles.
✨Communicate Clearly
Excellent client-facing and communication skills are essential for this role. Practice articulating complex financial concepts in a simple manner, as you may need to explain these to clients during the interview.
✨Demonstrate a Team Player Attitude
The firm values a 'no problem too small' mindset. Be ready to share instances where you've helped teammates or taken initiative to support others, showcasing your collaborative spirit.
✨Research the Company
Familiarise yourself with the firm's history, values, and recent achievements. Understanding their approach to financial planning will help you align your answers with their expectations and show genuine interest in the role.
