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- Tasks: Support financial advisers by conducting research and preparing client reports.
- Company: Join a reputable wealth management firm with a strong client-focused culture.
- Benefits: Competitive salary, hybrid working, 22 days leave plus 13 statutory days, and career progression.
- Other info: Dynamic team environment with opportunities for growth and development.
- Why this job: Gain valuable experience in financial services and develop into an Adviser role.
- Qualifications: Experience in financial services, strong attention to detail, and excellent communication skills.
The predicted salary is between 28000 - 40000 £ per year.
MCS Group are delighted to be working with a growing and well-established wealth management firm to recruit a Paraplanner to join their expanding team.
The Company: MCS Group are partnering with a reputable wealth management company to hire a Paraplanner for their headquarters office in the greater Lisburn area. Providing a full range of financial services including Insurance & Protection, Savings & Investments, and Pensions, the firm has built a strong reputation for delivering tailored advice and building long-term client relationships. This is an excellent opportunity to join a close-knit and growing team, offering strong exposure, career progression, and the opportunity to develop into an Adviser role.
The Rewards: As the successful Paraplanner, you will receive:
- £28,000 - £40,000 dependent on experience
- Hybrid/flexible working options (4x Days Office)
- 22 days annual leave + 13 statutory days
- Full support and pathway to progress into an Adviser role
The Role: As the successful Paraplanner you will report to the Director, and will be responsible for:
- Work in an end-to-end paraplanning role supporting financial advisers
- Meet with clients and assist with fact-finding processes
- Conduct research on pensions, investments, and protection products
- Prepare suitability reports and recommendation documents
- Process new business applications (pensions, ISAs, investments)
- Prepare client meeting packs and portfolio reports
- Other duties as outlined in the full job description.
The Person: As the successful Paraplanner, you will meet the following criteria:
- Previous experience within financial services
- Strong attention to detail and organisational skills
- Excellent communication skills with a client-focused approach
- Ability to work both independently and as part of a team
If you are interested in this opportunity or would like to find out more, please apply or get in touch with MCS Group today.
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Adam Macklin, Head of Accountancy & Financial Services at MCS Group.
Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs.
Skills: research reports suitability portfolio products packs
Benefits: Hybrid Working Pension PMI
Paraplanner in Craigavon employer: MCS Group
Contact Detail:
MCS Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Craigavon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its services. Understand their approach to wealth management and think about how your skills can contribute to their success. This will help you stand out as a candidate who’s genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! As a Paraplanner, you'll need to convey complex information clearly. Try mock interviews with friends or family to get comfortable discussing your experience and how it relates to the job.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for? Get your application in!
We think you need these skills to ace Paraplanner in Craigavon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your previous experience in financial services and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our team. Keep it concise but engaging – we want to see your personality!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. A polished application shows us you take pride in your work and understand the importance of accuracy.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at MCS Group
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially around pensions, investments, and protection products. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Tailor Your Experience
When discussing your previous experience, relate it directly to the responsibilities of a Paraplanner. Highlight any relevant roles where you've supported financial advisers or prepared suitability reports, as this will demonstrate your fit for the position.
✨Showcase Your Communication Skills
Since excellent communication is key in this role, prepare examples of how you've effectively communicated with clients or team members in the past. This could be through fact-finding processes or presenting complex information in an understandable way.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and career progression opportunities. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.