Financial Planner

Financial Planner

MCS Group is looking for a skilled Financial Planner to join a newer financial planning firm in Belfast; on a full‑time, permanent basis. This is an employed job opportunity.

This is a seriously exciting independent financial planning firm with long-standing client relationships with varied clients - despite existing as a relatively new name in the market.

The firm is kicking off a planned period of growth over the next 1 - 2 years, starting with this employed adviser position; this is a massive long‑term opportunity for the right person.

As the successful Financial Planner, you will receive the following:

• Package is negotiable
• Excellent benefits package
• Amazing office space
• High‑performance culture

As the successful Financial Planner, you will play a key role in:

• Building and maintaining long‑term client relationships through outstanding financial advice and service
• Developing tailored financial plans to meet client's unique objectives and goals
• Keeping up to date with industry trends and regulatory requirements to provide compliant, up‑to‑date advice
• Meeting and exceeding performance targets and contributing to business growth

The successful Financial Planner will meet the following criteria:

• Experience in an adviser or planner position within wealth management
• Competent Adviser Status (CAS) at a minimum
• Exceptional client‑facing manner and relationship‑building skills

To speak in absolute confidence about this Financial Planner opportunity please send an up‑to‑date CV via the link provided or contact Josh Craig 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 (Use the "Apply for this Job" box below)..

MCS Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation, if you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please contact us and we will endeavour to facilitate the request.

Not all agencies are the same…MCS Group are passionate about providing a first‑class service to all our customers and have an independent review rating of 4.9 stars on Google.