Wealth Paraplanner - Reports, Valuations & Client Support

MCS Group are partnering with a nationwide wealth organisation to recruit a Paraplanner for their specialist team in Belfast. The role reports to the Operations Director and involves analysing data, building client recommendations, and preparing accurate reports for advisers.

You will also handle valuations and quotations, manage workflows and deadlines, and mentor junior paraplanners and administrators. The successful candidate will hold a Diploma in regulated financial planning and possess