Financial Planning Assistant

4 weeks ago


Belfast, United Kingdom MCS Group Full time £28,000
Financial Planning Assistant Opportunity

MCS 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 Role

As a Financial Planning Assistant, you will support the team's financial planners and advisors, gaining an in-depth understanding of the wealth management industry. You will work through client journeys, report-writing, and different types of analysis. You will also have the opportunity to enroll in the CII Level 4 Diploma in Regulated Financial Planning.

Your Skills and Experience
  • Recent graduate in a Financial Services or Finance-related field of study
  • 1-2 years' experience in financial planning administration
  • Desire to pursue a career as a Paraplanner or Financial Planner
What We Offer
  • Competitive salary of £24,000-£28,000
  • Life assurance
  • Matched pension
  • Private medical insurance

MCS Group is passionate about providing a first-class service to all our customers and has an independent review rating of 4.9 stars on Google. If you are interested in 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.



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