At a Glance
- Tasks: Analyse data, create reports, and support clients in their financial journey.
- Company: Join a well-established wealth management organisation with a strong UK presence.
- Benefits: Up to £50k salary, 25 days holiday, free parking, and extensive benefits.
- Other info: Opportunity to mentor trainees and work in a dynamic environment.
- Why this job: Make a real impact in wealth management while growing your career.
- Qualifications: Diploma in regulated financial planning and experience in wealth management.
The predicted salary is between 45000 - 50000 £ per year.
MCS Group are delighted to be partnering with a nationwide wealth organisation as they look to appoint a Senior Paraplanner to join their specialist team in Belfast.
The Company: Our client is a well-established organisation operating across the UK, delivering specialist services within the wealth management sector. The company provides a full-service wealth management house delivering intelligent solutions for clients' lifetime financial journey.
The Rewards: Up to £50k base salary (depending on experience) + extensive benefits; 25 days holidays + statutory Free Onsite Parking. Opportunity to join a growing and forward-thinking organisation.
The Role: Reporting to Operations Director, the successful Senior Paraplanner will be responsible for:
- Analysing data, researching and building recommendations
- Creating accurate reports for clients
- Valuations, quotations, providing administrative support to clients and advisors
- Managing workflows and time scales
- Training and mentoring trainee paraplanners and administrators
- Dealing with complex cases
The Person: The successful Senior Paraplanner will meet the following criteria:
- Have a Diploma in regulated financial planning
- Experience within a wealth management environment
- Ability to work collaboratively with key stakeholders
- Ability to adapt quickly to changing factors
Senior Paraplanner employer: MCS Group
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