At a Glance
- Tasks: Analyse data, research, and create client reports in a dynamic wealth management team.
- Company: Join a nationwide wealth organisation with a focus on growth and collaboration.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional development.
- Other info: Exciting opportunity to handle complex cases in a supportive environment.
- Why this job: Make a real impact by supporting advisers and mentoring future talent in finance.
- Qualifications: Diploma in regulated financial planning and experience in wealth management required.
The predicted salary is between 49500 - 60500 £ per year.
MCS Group are partnering with a nationwide wealth organisation to appoint a Paraplanner to join their expanding team in Fleet.
The successful candidate will analyse data, research and build recommendations, and create accurate client reports, valuations and quotations.
You will support advisers, manage workflows and mentor trainee staff, handling complex cases.
Diploma in regulated financial planning and wealth management experience are required; strong collaborative and adaptive skills are
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Paraplanner Pro | Hybrid Role in Wealth Management in Fleet employer: MCS Group
Join an innovative software business in Belfast that prioritises employee development and a supportive work culture. As an IT Customer Support Team Lead, you'll have the unique opportunity to lead a small, focused team while driving operational excellence and embracing cutting-edge AI technologies. With a competitive salary, flexible hybrid working options, and a commitment to long-term career growth, this role offers a rewarding environment for those passionate about customer care and team leadership.
