Financial Planning Assistant

3 weeks ago


Belfast, United Kingdom MCS Group Full time £28,000
Join MCS Group as a Financial Planning Assistant

MCS Group is delighted to be recruiting for a leading global Wealth Management firm, who are expanding their financial planning team by adding a Financial Planning Assistant to their Belfast offices. This is a fantastic opportunity to join a highly renowned business at a time of exciting growth.

About the Role

This is a brand new, full-time permanent opportunity in Belfast, which will see the successful individual embark on a fully-support career journey towards becoming a Financial Planner or Paraplanner. Your day-to-day tasks will include supporting the team's financial planners and advisors, gaining an in-depth understanding of the wealth management industry, and working through client journeys, report-writing and different types of analysis.

Your Package

Our package includes:

  • £24,000 - £28,000 salary
  • Life assurance
  • Matched pension
  • Private medical insurance
Requirements

This opportunity would suit a recent graduate in a Financial Services or Finance related field of study. Alternatively, someone with 1-2 years' experience within financial planning administration who is keen to progress their career. You must have a desire to pursue a career as a Paraplanner or Financial Planner, and be willing to work through relevant exams and qualifications.

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. 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.



  • Belfast, United Kingdom Hayward Hawk Full time £24,000

    Join Hayward Hawk in a Financial Planning Assistant RoleWe are working in partnership with a leading Financial client to source a Financial Planning Assistant. This exciting opportunity offers a fast-paced environment with future progression possibilities.As a Financial Planning Assistant, you will have the chance to work alongside industry-leading...


  • Belfast, United Kingdom Hayward Hawk Full time £24,000

    Join Hayward Hawk in a Financial Planning Assistant RoleWe are working in partnership with a leading Financial client to source a Financial Planning Assistant. This exciting opportunity offers a fast-paced environment with future progression possibilities.As a Financial Planning Assistant, you will have the chance to work alongside industry-leading...


  • Belfast, United Kingdom Hayward Hawk Full time £24,000

    Financial Planning AssistantHayward Hawk is partnering with a leading financial client to source a skilled Financial Planning Assistant. This exciting opportunity offers a chance to work alongside industry-leading professionals, gaining in-depth experience and excellent development opportunities.Key Responsibilities:Input data and manage financial records...


  • Belfast, United Kingdom Hayward Hawk Full time £24,000

    Financial Planning AssistantHayward Hawk is partnering with a leading financial client to source a skilled Financial Planning Assistant. This exciting opportunity offers a chance to work alongside industry-leading professionals, gaining in-depth experience and excellent development opportunities.Key Responsibilities:Input data and manage financial records...


  • Belfast, United Kingdom Hayward Hawk Full time

    Hayward Hawk are working in partnership with a leading Financial client to source a Financial Planning Assistant. An exciting, fast paced role with future progression opportunities! As a Financial Planning Assistant, you will have the opportunity to work alongside industry leading professionals, gaining in depth experience and excellent development, all...


  • Belfast, United Kingdom MCS Group Full time £28,000

    Financial Planning Assistant OpportunityMCS Group is excited to announce a new opportunity for a Financial Planning Assistant to join their team in Belfast. This is a fantastic chance to embark on a career journey towards becoming a Financial Planner or Paraplanner.About the RoleAs a Financial Planning Assistant, you will support the team's financial...


  • Belfast, United Kingdom MCS Group Full time £28,000

    Financial Planning Assistant OpportunityMCS Group is excited to announce a new opportunity for a Financial Planning Assistant to join their team in Belfast. This is a fantastic chance to embark on a career journey towards becoming a Financial Planner or Paraplanner.About the RoleAs a Financial Planning Assistant, you will support the team's financial...


  • Belfast, United Kingdom mbf. Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Junior Paraplanner to join our Financial Planning team in Belfast.This fixed-term contract will provide a unique opportunity to work alongside our Senior Technical Paraplanner and Chartered Financial Planner in delivering high-quality, tailored financial advice to our clients.Key...


  • Belfast, United Kingdom Hayward Hawk Full time £24,000

    Join Hayward Hawk in a Financial Planning Assistant RoleWe are working in partnership with a leading Financial client to source a Financial Planning Assistant. This is an exciting opportunity to work alongside industry leading professionals, gaining in-depth experience and excellent development, all while studying for your professional qualifications.Key...


  • Belfast, United Kingdom Hayward Hawk Full time £24,000

    Join Hayward Hawk in a Financial Planning Assistant RoleWe are working in partnership with a leading Financial client to source a Financial Planning Assistant. This is an exciting opportunity to work alongside industry leading professionals, gaining in-depth experience and excellent development, all while studying for your professional qualifications.Key...


  • Belfast, United Kingdom Hayward Hawk Full time €24,000

    Hayward Hawk are working in partnership with a leading Financial client to source a Financial Planning Assistant. Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description. An exciting, fast paced role with future progression opportunities! As a Financial...


  • Belfast, United Kingdom Hayward Hawk Full time

    Financial Planning AssistantHayward Hawk is partnering with a leading financial client to source a Financial Planning Assistant. This exciting role offers a fast-paced environment with opportunities for future progression.Key Responsibilities:Input data and manage financial records accurately.Process invoices, payments, and expense reports.Reconcile bank...


  • Belfast, United Kingdom Hayward Hawk Full time

    Financial Planning AssistantHayward Hawk is partnering with a leading financial client to source a Financial Planning Assistant. This exciting role offers a fast-paced environment with opportunities for future progression.Key Responsibilities:Input data and manage financial records accurately.Process invoices, payments, and expense reports.Reconcile bank...


  • Belfast, United Kingdom MCS Group Full time

    Exciting Opportunity in Financial PlanningMCS Group is delighted to be recruiting for a leading global Wealth Management firm, who are expanding their financial planning team by adding a Financial Planning Assistant to their Belfast offices.About the RoleThis is a fantastic opportunity to join a highly renowned business at a time of exciting growth. As a...


  • Belfast, United Kingdom Hayward Hawk Full time

    Financial Planning AssistantHayward Hawk is partnering with a leading financial client to source a Financial Planning Assistant. This exciting role offers fast-paced work and future progression opportunities.Key Responsibilities:Input data and manage financial records accurately.Process invoices, payments, and expense reports.Reconcile bank statements and...


  • Belfast, United Kingdom Hayward Hawk Full time

    Financial Planning AssistantHayward Hawk is partnering with a leading financial client to source a Financial Planning Assistant. This exciting role offers fast-paced work and future progression opportunities.Key Responsibilities:Input data and manage financial records accurately.Process invoices, payments, and expense reports.Reconcile bank statements and...


  • Belfast, United Kingdom MCS Group Full time £28,000

    Join Our Wealth Management TeamMCS Group is excited to announce a new opportunity for a Financial Planning Assistant to join our team in Belfast. This is a brand new, full-time permanent role that will see the successful candidate embark on a fully-supported career journey towards becoming a Financial Planner or Paraplanner.What You'll DoSupport our team's...


  • Belfast, United Kingdom MCS Group Full time £28,000

    Join Our Wealth Management TeamMCS Group is excited to announce a new opportunity for a Financial Planning Assistant to join our team in Belfast. This is a brand new, full-time permanent role that will see the successful candidate embark on a fully-supported career journey towards becoming a Financial Planner or Paraplanner.What You'll DoSupport our team's...


  • Belfast, United Kingdom MCS Group Full time €28,000

    MCS is delighted to be recruiting for a leading global Wealth Management firm, who are expanding their financial planning team by adding a Financial Planning Assistant to their Belfast offices. You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. This is a fantastic opportunity to join a...


  • Belfast, United Kingdom MCS Group Full time

    Financial Planning Assistant OpportunityMCS Group is excited to announce a new role within our financial planning team. As a Financial Planning Assistant, you will play a crucial part in supporting our financial planners and advisors in delivering exceptional client experiences.This is a fantastic opportunity to join a leading global Wealth Management firm...