Wealth Analyst (Belfast)

Location UK / Belfast

Job Type Permanent full-time, TemporaryContract

Salary Not disclosed

Updated 1 week ago

Reference 1362931

 Job Description

MCS Group are excoted to be retained by a globally renowned Financial Advisory Firm to locate a Wealth Analyst to join their expanding Belfast based team.

MCS Group are excited to be retained by a globally renowned Financial Advisory Firm to locate a Wealth Analyst to join their expanding Belfast based team.

Our Client is a Global player and is one of the world’s leading organisations of independent audit, tax and advisory firms.

Our Client thrives on ‘doing things differently’ and creating a collaborative culture. They believe in investing in their employees and inspiring them to make a difference. The Company enjoys watching their staff grow and develop and there are great progression opportunities to those wishing to step up and have the drive to succeed.

The Role

The Wealth Analyst will have the following responsibilities:

  • Analyse and interpret all data and use research tools to provide solutions to meet the client’s needs.
  • Have the ability to prepare suitability reports and illustrations.
  • Ensure all documents are correct and compliant.
  • Update all existing client records as and when necessary and prepare them for annual review.
  • Have the ability to provide support as and when necessary.

The Person

The ideal candidate will have the following experience:

  • Working towards Level 4 Diploma or have completed the Diploma.
  • Be IT proficient.
  • Very strong technical and analytical skills.
  • Have the ability to prioritise workload when necessary.
  • Excellent communication skills.

To speak in absolute confidence about this opportunity please contact Claire McCarragher, Specialist Consultant at MCS Group.

All CVs are to be sent via the link provided.

If this position is not right for you, we may have others that are.