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For Companies At a Glance
- Tasks: Support financial advisers by producing detailed reports and ensuring client satisfaction.
- Company: Join a dynamic Wealth Management firm based in Belfast, focused on client success.
- Benefits: Enjoy 25 days holiday, private medical insurance, and a 5% pension contribution.
- Why this job: Be part of a supportive team that values compliance and client outcomes in a rewarding role.
- Qualifications: Must have Level 4 Paraplanner qualification and 3+ years experience in a similar role.
- Other info: This is a brand new, full-time position with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
MCS is partnering with a Belfast-based Wealth Management firm to recruit for a skilled Paraplanner for their Belfast office. This is a brand new, full-time permanent position on-site in Belfast, for a qualified Lvl 4 Paraplanner with heavy focus on report-writing.
- Pension Contribution: 5% of basic salary
- Private Medical Insurance: Fully comprehensive non-contributory plan
- Holidays: 25 days pa + statutory days
Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes. Adhering to FCA requirements and Compliance Policies.
Requirements:
- 3+ years' experience in a Paraplanning role within Independent Financial Advisory
- Demonstrably skilled and capable in varied report-writing
- Experience with FE Analytics, Intelligent Office, Voyant or similar
Contact Detail:
MCS Group | Your Specialist Recruitment Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions Management)
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work as paraplanners or financial advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the specific skills they value.
✨Tip Number 2
Familiarise yourself with the tools mentioned in the job description, such as FE Analytics and Intelligent Office. Consider taking online courses or tutorials to enhance your proficiency in these platforms, as this will demonstrate your commitment and readiness for the role.
✨Tip Number 3
Prepare to discuss your experience in report-writing during the interview. Think of specific examples where your reports led to positive client outcomes, as this will showcase your ability to produce high-quality work that aligns with the firm's goals.
✨Tip Number 4
Research the company’s values and recent developments in the wealth management industry. Being knowledgeable about their approach and how you can contribute will help you stand out as a candidate who is genuinely interested in the position.
We think you need these skills to ace Paraplanner (Pensions Management)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner in Pensions Management. Familiarise yourself with the skills required, especially in report-writing and compliance.
Tailor Your CV: Highlight your relevant experience in paraplanning, particularly any roles within Independent Financial Advisory. Emphasise your report-writing skills and familiarity with tools like FE Analytics or Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and how your experience aligns with the company's needs. Mention specific examples of your report-writing capabilities and your understanding of FCA requirements.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this field.
How to prepare for a job interview at MCS Group | Your Specialist Recruitment Consultancy
✨Showcase Your Report-Writing Skills
Since the role heavily focuses on report-writing, be prepared to discuss your experience in this area. Bring examples of reports you've written in previous roles and be ready to explain your process and how you ensure compliance with FCA requirements.
✨Demonstrate Your Knowledge of Compliance Policies
Understanding FCA requirements is crucial for this position. Brush up on relevant regulations and be ready to discuss how you've adhered to compliance policies in your past work. This will show that you take regulatory matters seriously.
✨Highlight Your Team Collaboration Experience
The job involves liaising with financial advisers and other team members. Prepare examples of how you've successfully collaborated in a team setting, particularly in delivering client-centric outcomes. This will demonstrate your ability to work well within a team.
✨Familiarise Yourself with Relevant Software
The role mentions tools like FE Analytics, Intelligent Office, and Voyant. If you're familiar with these or similar software, make sure to mention it during the interview. If not, do some research beforehand to show your willingness to learn and adapt.
