MCS is partnering with a UK-based Wealth Management firm which has a strong presence in NI, to recruit for a skilled Paraplanner for their Belfast office who can be based anywhere in NI.
This brand-new role is an initial 12-month Fixed Term Contract (FTC) for a qualified Lvl 4 Paraplanner with a heavy focus on report-writing.
Your Package:
* Package of £45,000-£55,000 (pro-rata)
* Pension
* 35-hour week, 9am - 5pm Monday to Friday
* 33 days total holiday allowance (including stat days)
What your day would look like:
* Complex suitability report-writing including drawdown, tax-free cash, and inheritance tax advice
* Working closely with the Managing Director for technical meeting preparation and fund analysis
* Developing and managing effective systems, processes, and procedures to continuously improve Practice efficiency
* Support the workflow of paraplanners, to ensure all cases are actioned within specific timeframes
* Technical support and training to new/junior employees, as well as ongoing support to ensure high accuracy and attention to detail
Your skills:
* 5+ years' experience in a Paraplanning role within IFA or Investment Management
* Lvl 4 qualification is essential
* Demonstrably skilled and capable in varied report-writing
* DFM (Discretionary Fund Management) or Investment Management business knowledge is desirable but not essential
* Tools / Systems knowledge in the following would be advantageous: FE Analytics, Intelligent Office, Voyant or similar
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group 028 9693 5531.
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