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Senior Financial Paraplanner
1 month ago
MCS Group is seeking a highly skilled and experienced Senior Financial Paraplanner to join their team in Belfast. The ideal candidate will have extensive experience in paraplanning, strong analytical skills, and a deep understanding of financial products and regulations.
Key Responsibilities:- Collaborate with financial advisors to prepare detailed financial plans and reports, ensuring accuracy and compliance with regulatory standards.
- Conduct thorough research and analysis on financial products, market trends, and investment opportunities to support the development of client strategies.
- Work closely with financial advisors, client service teams, and other departments to ensure seamless communication and delivery of client services.
- Stay updated on industry developments, financial products, and regulatory changes to continually enhance the quality of financial planning services provided.
- 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 Intelligent Office, Transact, Voyant, FE Analytics is desirable but not essential
As a Senior Financial Paraplanner at MCS Group, you will play a critical role in supporting the financial advisors in delivering top-notch services to clients. If you have a passion for financial planning and a strong analytical mind, this could be the perfect opportunity for you to join a prestigious financial advisory firm in Belfast.
