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- 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.
- Qualifications: Must have 3+ years in paraplanning and be Level 4 qualified with strong report-writing skills.
- Other info: This is a brand new, full-time role located on-site in Belfast.
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
Paraplanner (Pensions Management) 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 (Pensions Management)
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as FE Analytics and Intelligent Office. Being able to demonstrate your proficiency in these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Brush up on your knowledge of FCA requirements and Compliance Policies. Showing that you understand these regulations will not only help you in the role but also impress the hiring team during your discussions.
✨Tip Number 3
Prepare examples of your previous report-writing experiences. Be ready to discuss specific reports you've created and how they contributed to positive client outcomes, as this is a key focus for the role.
✨Tip Number 4
Network with professionals in the Wealth Management sector, especially those who work in paraplanning. Engaging with industry peers can provide valuable insights and potentially lead to referrals for the position.
We think you need these skills to ace Paraplanner (Pensions Management)
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Paraplanner, especially in pensions management. Highlight your experience in report-writing and how it aligns with the job requirements.
Tailor Your CV: Make sure your CV reflects your 3+ years of experience in a Paraplanning role. Emphasise your skills in report-writing and any relevant software like FE Analytics or Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advisory and your understanding of FCA requirements. Mention specific examples of how you've contributed to positive client outcomes in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos 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 roles. 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. Be prepared to share examples of how you've successfully collaborated in a team setting, particularly in delivering client-centric outcomes.
✨Familiarise Yourself with Relevant Software
The firm uses tools like FE Analytics, Intelligent Office, and Voyant. If you're familiar with these or similar software, mention it during the interview. If not, do some research and express your willingness to learn quickly.
