At a Glance
- Tasks: Analyse data, build client reports, handle valuations, and mentor junior staff.
- Company: Join a leading nationwide wealth organisation in Belfast.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Collaborative culture with opportunities for career advancement.
- Why this job: Make a real impact in wealth management while mentoring the next generation.
- Qualifications: Diploma in regulated financial planning and wealth management experience required.
The predicted salary is between 40000 - 50000 £ per year.
MCS Group partner is seeking a Senior Paraplanner to join a nationwide wealth organisation in Belfast.
The role reports to the Operations Director and involves analysing data, building client reports, handling valuations and quotations, and mentoring junior staff.
The successful candidate will have a Diploma in regulated financial planning, wealth management experience, and strong collaborative and adaptive abilities to work with stakeholders across the business.
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Senior Paraplanner & Mentor for Wealth Management employer: MCS Group
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