Senior Financial Planning Specialist

4 weeks ago


Belfast, United Kingdom MCS Group Full time

**Financial Planning Support Role**

MCS Group is seeking a highly skilled Senior Financial Planning Specialist to join their team in Belfast. As a Senior Financial Planning Specialist, you will play a critical role in supporting financial advisors by preparing detailed financial reports, conducting in-depth research, and developing comprehensive financial plans.

**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.

**Requirements:**

  • 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 the following is desirable but not essential: Intelligent Office, Transact, Voyant, FE Analytics

**About MCS Group:**

MCS Group is a prestigious Belfast-based financial advisory firm dedicated to serving their wide range of clients for over 30 years. Renowned for delivering exceptional financial planning and investment solutions, they are committed to excellence and innovation in wealth management.



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