Financial Planning Assistant

1 month ago

Belfast, United Kingdom MCS Group Full time
Financial Planning Assistant Opportunity

MCS 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 and embark on a career journey towards becoming a Financial Planner or Paraplanner. You will have the chance to gain an in-depth understanding of the wealth management industry, work through client journeys, and develop your skills in report-writing and analysis.

Key Responsibilities:

  • Support the financial planning team in delivering high-quality client services
  • Develop a thorough understanding of the wealth management industry and its complexities
  • Work through client journeys, report-writing, and analysis to provide valuable insights
  • Enroll in the CII Level 4 Diploma in Regulated Financial Planning to enhance your skills and knowledge

Requirements:

  • Recent graduate in a Financial Services or Finance-related field of study
  • 2 years' experience in financial planning administration, with a desire to progress your career
  • Willingness to work through relevant exams and qualifications to become a Paraplanner or Financial Planner

What We Offer:

  • A competitive salary of £24,000 - £28,000
  • Life assurance
  • Matched pension
  • Private medical insurance

About MCS Group:

MCS Group is a leading recruitment agency passionate about providing a first-class service to our customers. We have an independent review rating of 4.9 stars on Google and are committed to delivering exceptional results.

How to Apply:

To discuss this opportunity in confidence, please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group. Even if this role is not right for you, we may have other opportunities that suit your skills and experience.

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