Paraplanner (12 Month Ftc)

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 .

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