Wealth Paraplanner β€” Reports, Valuations & Client Support

Wealth Paraplanner β€” Reports, Valuations & Client Support

Full-Time No working from home possible
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MCS Group are partnering with a nationwide wealth organisation to recruit a Paraplanner for their specialist team in Belfast. The role reports to the Operations Director and involves analysing data, building client recommendations, and preparing accurate reports for advisers.

You will also handle valuations and quotations, manage workflows and deadlines, and mentor junior paraplanners and administrators. The successful candidate will hold a Diploma in regulated financial planning and possess

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Wealth Paraplanner β€” Reports, Valuations & Client Support 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.

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Contact Details:

MCS Group Recruitment Team