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- Tasks: Support financial advisers and conduct research on investments and pensions.
- Company: Reputable wealth management firm with a strong client-focused approach.
- Benefits: Competitive salary, hybrid working, 22 days leave, and career progression opportunities.
- Other info: Dynamic environment with a pathway for career growth.
- Why this job: Join a close-knit team and develop your skills towards becoming an Adviser.
- Qualifications: Experience in financial services 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.
Paraplanner in Moira employer: MCS Group
Contact Detail:
MCS Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Moira
✨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 brushing up on your knowledge of pensions, investments, and protection products. Be ready to discuss how your previous experience aligns with the responsibilities of the role. Confidence is key, so practice makes perfect!
✨Tip Number 3
Don’t just apply anywhere—focus on companies that resonate with your values and career goals. Check out our website for tailored opportunities that match your skills as a Paraplanner. We’ve got your back!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner in Moira
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
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 your background makes you a great fit. We love seeing genuine enthusiasm for what we do.
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
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.
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Prepare for the interview by bringing examples of how you've demonstrated this skill in previous roles. Whether it's through preparing reports or managing client information, be ready to share specific instances.
✨Practice Client Communication
Since excellent communication skills are key, consider doing a mock interview with a friend or family member. Focus on explaining complex financial concepts in simple terms, as you would to a client. This will help you convey your client-focused approach effectively.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. Inquire about the team dynamics, the firm's approach to client relationships, or opportunities for career progression. This shows your genuine interest in the company and the role.