Paraplanner

Overview

Prepare client financial plans and support advisers in a Belfast wealth‑management firm.

Key Responsibilities

• review packs
• record management
• client support
• product research
• plan submission
• financial reports

Tasks

-Preparation of client review packs, illustration requests -Maintenance of client records - ensuring client and company files are accurate, well-presented and compliant -Assisting with reviews and customer requests - being POC for clients on day-to-day queries -Supporting advisers by conducting research on products, helping to find the right solutions for clients -Arranging plans to be submitted to provider companies -Writing financial planning reports that advisers will present to clients

Requirements

• communication
• paraplanning
• financial planning
• report writing
• it skills

What You Bring

-Strong communication skills -Paraplanning experience in an IFA environment is preferred -Ideally Level 4 Diploma in Financial Planning -Strong report writing experience -Strong IT skills

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Benefits

In their stunning office 10 minutes from Belfast City Centre, this highly skilled team are part of a UK-wide group of independent wealth management firms. They provide a wide range of personal and corporate financial planning services - including investments, IHT, pension, life cover & much more. -£30,000 - £40,000 base salary (D.O.E) + extensive benefits -Free parking -Generous annual leave allowance -Funded professional qualifications

About Mcs Group Consultancy

-Grew from a small start‑up into a global recruitment partner, expanding across the UK, Ireland, US and Europe. -Handles a diverse portfolio of projects—from sourcing top IT talent to engineering and finance specialists for multinational firms. -Focuses on technical & engineering, IT & digital, accountancy & financial services, sales & marketing, and HR & legal sectors. -Operates a boutique, founder‑led model that adapts to client needs with agility and deep industry insight. -Delivers tailored recruitment solutions for sectors like software development, engineering, finance and corporate services. -Known for a reputation built on personalized service, hands‑on leadership and a willingness to tackle tough talent challenges. -Unusual for a recruitment firm, it maintains a strong ethical stance, often directly mentoring candidates and clients alike. -Regularly pioneers new recruitment approaches, blending traditional headhunting with consultative strategy and regional expertise. -Continues to carve a niche by balancing ambitious growth with a personalised, relationship‑driven approach.

Sector Specialisms