Senior Paraplanner

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 provide a full-service wealth management house delivering intelligent solutions for clients lifetime financial journey.

The Rewards:

As the successful Senior Paraplanner, you will receive

• 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 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

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Liam Hogan, Associate Recruitment Consultant for Financial Services at MCS Group .

Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs

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