Financial Advisor
1 day ago
Brook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry. They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team. Duties Provide compliant tailored financial advice to private and corporate clients Conducting in-depth research - Preparing detailed financial reports, Develop long-term client relationships, in order to ensure that their ongoing needs are met, and goals achieved. Develop direct and referred sources of new business Meet stringent quality and compliance requirements Ensure all activities comply with FCA guidelines and company processes Developing comprehensive financial plans. Criteria / Qualifications 8 + year's experience in paraplanning experience - Level 6 qualified Demonstrable skills in working with high-net-worth clients Knowledgeable in trusts, corporate, estate-planning, pension transfers Extensive experience in paraplanning, strong analytic skills, and a deep understanding of financial products and regulations. Will look at Level 4 Qualified candidates with significant experience ( 6 years plus) Details of role Salary will be dependent on the successful candidate's skills and experience- can be disclosed on application Discretionary bonus Pension scheme Please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy. Skills: Financial Advisor Wealth Management Level 4 Qualified Sales Experience
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Customer Service Advisor
6 months ago
Belfast, United Kingdom Switch Advisor Ltd Full timeAs a Customer Service Advisor, you will play a crucial role in ensuring our customers have a positive experience with our products/services. You will be responsible for addressing customer inquiries, resolving issues, and providing support to enhance overall customer satisfaction. **Responsibilities**: - Respond to customer inquiries and resolve issues in...
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Financial Advisor
6 months ago
Belfast, United Kingdom Brook Street Full timeBrook Street (UK) Limited is delighted to be recruiting a Senior Financial Advisor for Belfast client The client has a great job opportunity for an experienced Senior Financial Advisor to join their team. Duties Conducting in-depth reviews of clients' financial circumstances Talking to clients about current provision and future aims Provide financial...
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Financial Advisor
6 months ago
Belfast, United Kingdom Brook Street Full timeBrook Street (UK) Limited is delighted to be recruiting a Financial Advisor for Belfast client The client has a great job opportunity for an experienced Financial Advisor to join their team. Duties Conducting in-depth reviews of clients' financial circumstances Talking to clients about current provision and future aims Provide financial planning support...
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Trainee Financial Advisor
6 months ago
Belfast, United Kingdom Artemis Human Capital Full timeArtemis Human Capital are delighted to be working with a dynamic financial services organisation based in Belfast, who due to continued growth & success are expanding their team. This role offers the successful applicant a fantastic remuneration package & unrivalled scope for career development. For this role, you will be an experienced paraplanning...
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Senior Financial Advisor
2 days ago
Belfast, United Kingdom Brook Street Recruitment Full timeJob Description:We are seeking a highly skilled Senior Financial Advisor to join our team in Belfast. As a Senior Financial Advisor, you will be responsible for providing high-quality accounting services to a wide range of clients. Your key duties will include preparing accurate management accounts, ensuring client deadlines and expectations are met, and...
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Financial Services Advisor
2 weeks ago
Belfast, United Kingdom Danske Bank Full timeAt Danske Bank, we are committed to delivering outstanding customer service and exceeding expectations. As a Financial Services Advisor, you will play a vital role in achieving this goal by handling customer inquiries, responding to digital queries, opening new accounts, and providing product information.Our team prides itself on its ability to work...
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Associate Financial Advisor
6 months ago
Belfast, United Kingdom Artemis Human Capital Full time**The Job** Working closely with the firm’s senior leadership & wider team, you will be involved in the following: - Shadowing one of the firm’s senior financial planners in order to train and develop your skill set, with the aim of becoming a capable financial planner. - Overseeing a portfolio of existing clients, ensuring they are provided with a top...
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Financial Advisor
7 months ago
Belfast, United Kingdom NFU Mutual Full timeFinancial Advisor Providing holistic financial planning advice to existing NFU Mutual customers Partnering with a local Agency of NFU Mutual and developing relationships with their customers Field based position with frequent travel around Northern Ireland About the role NFU Mutual is growing, and as a Financial Advisor you’ll be at the...
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Financial Advisor
3 weeks ago
Belfast, United Kingdom Brook Street Recruitment Full timeBrook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team.Duties Provide compliant...
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Financial Advisor
2 days ago
Belfast, United Kingdom Brook Street Uk Full timeBrook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team.DutiesProvide compliant tailored...
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Financial Advisor
2 weeks ago
Belfast, United Kingdom Brook Street Uk Full timeBrook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team.
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Financial Protection Advisor
17 hours ago
Belfast, United Kingdom MCS Group Full timeWe are recruiting for a Financial Protection Advisor at MCS Group's Belfast office. This role provides a unique opportunity to grow your career in the financial services sector and work for a reputable company.Key responsibilities include building and maintaining client relationships, generating new business, and managing day-to-day interactions with Estate...
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Corporate Financial Advisor
2 days ago
Belfast, United Kingdom VANRATH Full timeWe are seeking a highly skilled Corporate Financial Advisor to join our client's finance team on a 12-month contract basis.As a Senior Accounting Professional, you will provide a comprehensive, professional financial management service to support the coordination of the annual budgetary and financial planning process and monthly monitoring. You will produce...
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Senior Financial Advisor
4 weeks ago
Belfast, United Kingdom undisclosed Full timeAt an undisclosed company, we're seeking a skilled Senior Financial Advisor to join our team in Belfast. This is a fantastic opportunity to work with a leading financial advisory firm, committed to providing exceptional service to its clients.About the role:Develop and implement financial planning solutions for clients.Utilize cash flow analysis to support...
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Financial Advisor
1 day ago
belfast, United Kingdom Brook Street UK Full timeBrook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team.DutiesProvide compliant tailored...
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Financial Advisor
2 months ago
Belfast, United Kingdom Brook Street UK Full timeBrook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team.DutiesProvide compliant tailored...
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Financial Leadership Advisor
1 day ago
Belfast, United Kingdom The CFO Centre UK Full timeUnlock Your Potential">Are you a seasoned finance professional looking for a new challenge? Do you want to make a real difference in the lives of ambitious businesses? If so, we would love to hear from you.About the Role">As a Financial Leadership Advisor with The CFO Centre UK, you will play a key role in helping our clients navigate the complexities of...
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Financial Advisor
4 days ago
Belfast, United Kingdom Brook Street UK Full timeBrook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team. DutiesProvide compliant...
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Financial Advisor
2 months ago
Belfast, United Kingdom Brook Street UK Full timeBrook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team. DutiesProvide compliant...
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Financial Planning Advisor
4 weeks ago
Belfast, United Kingdom MCS Group Full timeMCS Group is partnering with a leading Wealth Management and Financial Planning firm to recruit a skilled Financial Advisor for their Belfast office.This is an exciting opportunity for a motivated and forward-thinking individual to join the firm's growth, supporting over 1,000 clients.Key Responsibilities:Provide financial advice solutions with unlimited...