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For Companies At a Glance
- Tasks: Prepare advice letters, conduct research, and support client meetings.
- Company: Join a respected financial planning firm with over £150 million in managed funds.
- Benefits: Enjoy a competitive salary, bonus scheme, private medical, and professional qualification support.
- Why this job: Enhance your skills while working with experienced advisers in a supportive environment.
- Qualifications: Experience in wealth management, technical paraplanning skills, and excellent communication abilities required.
- Other info: This is a full-time, in-office role based in Belfast.
The predicted salary is between 30000 - 34000 £ per year.
Paraplanner
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 have been offering top-tier advice to their clients for decades. The firm currently have more than £150million 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:
As the successful Paraplanner, you will receive the following:
- 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
To speak in absolute confidence about this Paraplanner opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group on 028 9693 5531
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, especially those who work as paraplanners or advisers. Attend local finance events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨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 during interviews and show your commitment to the profession.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported advisers in previous roles. Highlight your technical skills and client-facing experiences that demonstrate your ability to handle complex queries and provide valuable insights.
✨Tip Number 4
Research MCS Group and their approach to financial planning. Understanding their values and client base will help you tailor your conversations and show that you're genuinely interested in contributing to their team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in wealth management or IFA firms. Emphasise your technical paraplanning skills and any qualifications, such as 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 are 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 previous work that demonstrate your ability to prepare advice letters, conduct research, and support complex client queries.
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 during the interview. Be prepared to discuss specific examples of how you've prepared advice letters, conducted research, or created cash flow models in your previous roles.
✨Highlight Client-Facing Experience
Since this role involves liaising with clients, it's crucial to highlight your client-facing experience. Share stories that showcase your communication skills and how you've effectively managed client relationships in the past.
✨Demonstrate a Team Player Attitude
The firm values a 'no problem too small' mindset, so be sure to express your willingness to support teammates. Discuss instances where you've gone above and beyond to help colleagues or contributed to team success.
✨Prepare for Technical Questions
Expect technical questions related to investments, pensions, and financial planning. Brush up on relevant regulations and best practices, and be ready to explain complex concepts clearly and concisely.
