Senior Paraplanner

Senior Paraplanner
£40,000 - £45,000
Belfast / Flexible-working
FT Permanent

Company Overview:

MCS is proudly representing a prestigious Belfast-based financial advisory firm dedicated to serving their wide range of clients for over 30 years. Renowned for delivering exceptional financial planning and investment solutions, they are committed to excellence and innovation in wealth management. As they continue to expand their operations, they are seeking a highly skilled and experienced Senior Paraplanner to join their team and support their financial advisors in delivering top-notch services to their clients.

Role Overview:

The Senior Paraplanner will play a critical role in supporting the financial advisors by preparing detailed financial reports, conducting in-depth research, and developing comprehensive financial plans. This individual will be instrumental in ensuring that clients receive personalized and strategic advice tailored to their unique financial goals. The ideal candidate will have extensive experience in paraplanning, strong analytical skills, and a deep understanding of financial products and regulations.

Qualifications:

• 5+ years' experience in paraplanning experience at DipFA / Lvl 4
• Demonstrable skills in working with high-net-worth clients
• Knowledgeable in trusts, corporate, estate-planning, pension transfers
• Systems experience in the following is desirable but not essential: Intelligent Office, Transact, Voyant, FE Analytics

Key Responsibilities:

• Financial Planning Support: Collaborate with financial advisors to prepare detailed financial plans and reports, ensuring accuracy and compliance with regulatory standards.
• Research and Analysis: Conduct thorough research and analysis on financial products, market trends, and investment opportunities to support the development of client strategies.
• Client Documentation: Prepare and maintain all necessary documentation for client meetings, including financial summaries, investment proposals, and risk assessments.
• Compliance and Regulations: Ensure all financial plans and documentation adhere to industry regulations and company policies, maintaining the highest standards of compliance.
• Technical Expertise: Utilise financial planning software and tools to enhance the efficiency and effectiveness of the financial planning process.
• Collaboration: Work closely with financial advisors, client service teams, and other departments to ensure seamless communication and delivery of client services.
• Continuous Improvement: Stay updated on industry developments, financial products, and regulatory changes to continually enhance the quality of financial planning services provided.
  
  
  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 Group028 9693 5531
  
  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 www.mcsgroup.jobs
  
  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.