Paraplanner

Social network you want to login/join with:

MCS Group | Your Specialist Recruitment Consultancy

Belfast, United Kingdom

Other

Yes

2

31.05.2025

15.07.2025

MCS is partnering with a Belfast-based Wealth Management firm to recruit for a skilled Paraplanner for their Belfast office. The firm has a strong presence in Northern Ireland and a stellar reputation. This new hiring requirement is driven purely by business growth!

This is a brand new, full-time permanent position on-site in Belfast, for a qualified Level 4 Paraplanner with a heavy focus on report-writing.

Your Package

• Pension Contribution: 5% of basic salary
• Death in Service: 4 X basic salary
• Private Medical Insurance:
  Fully comprehensive non-contributory plan
• Income Protection:
  Fully insured via a group income protection scheme
• Holidays: 25 days per annum + statutory days

What your day would look like

• Providing paraplanning support to financial advisers and liaising with the team to implement advice for clients, aiming for positive client-centric outcomes
• Producing technical documents for advisers based on research and client requirements
• Managing workflow and organizing ongoing workload
• Adhering to FCA requirements and Compliance Policies
• Having 3+ years' experience in a Paraplanning role within Independent Financial Advisory
• Demonstrable skills and capability in varied report-writing
• Knowledge of tools/systems such as FE Analytics, Intelligent Office, Voyant, or similar is advantageous

To speak in absolute confidence about this opportunity, please send an up-to-date CV via the provided link or contact Josh Craig at MCS Group on .

Even if this position isn't suitable, we may have others. Please visit MCS Group to view our current jobs:(Use the "Apply for this Job" box below)..

Not all agencies are the same… MCS Group is passionate about providing a first-class service, with an independent review rating of 4.9 stars on Google.