Paraplanner / Senior Financial Planning Administrator

2 months ago

Belfast, United Kingdom Brook Street UK Full time

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.
Provide compliant tailored financial advice to private and corporate clients
Conducting in-depth research - Preparing detailed financial reports,
Meet stringent quality and compliance requirements
Developing comprehensive financial plans.

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.
~ Discretionary bonus
Pension scheme

  • Paraplanner

    4 days ago

    Belfast, United Kingdom Additional Resources Full time

    An exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary of £35,000. As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages,...

  • Paraplanner

    6 days ago

    Belfast, United Kingdom CV-Library Full time

    An exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary of £35,000. As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on...

  • Paraplanner

    4 days ago

    Belfast, United Kingdom Additional Resources Full time

    An exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary of £35,000.As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages,...

  • Paraplanner

    3 days ago

    Belfast, United Kingdom Additional Resources Full time

    An exciting opportunity has arisen for a Paraplanner with 3 years' experience in a similar role to join a thriving and forward-thinking accountancy firm.This full-time, permanent role offers excellent benefits and a salary of £35,000.As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions,...

  • Financial Paraplanner Specialist

    2 days ago

    Belfast, United Kingdom JohnstonGreer Ltd Full time

    Job Title: Financial Paraplanner SpecialistWe are seeking a skilled Financial Paraplanner Specialist to join our team at JohnstonGreer Ltd. The ideal candidate will have experience in report writing within a wealth environment and be working in a Paraplanner capacity.Job Summary: As a Financial Paraplanner Specialist, you will work with Private Clients...

  • Financial Paraplanner Expert

    7 days ago

    Belfast, United Kingdom JohnstonGreer Ltd Full time

    Job OverviewWe are seeking a highly skilled Financial Paraplanner to join our team at JohnstonGreer Ltd. The ideal candidate will have experience in report writing within a wealth environment and be working in a Paraplanner capacity.Key ResponsibilitiesReport Writing: Develop comprehensive reports on investment opportunities, risk assessments, and financial...

  • Financial Advisor

    3 weeks ago

    Belfast, United Kingdom Brook Street Uk Full time

    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.

  • Financial Advisor

    7 days ago

    Belfast, United Kingdom Brook Street Uk Full time

    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.DutiesProvide compliant tailored...

  • Financial Advisor

    2 weeks ago

    Belfast, United Kingdom Brook Street Uk Careers Full time

    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...

  • Financial Advisor

    6 days ago

    belfast, United Kingdom Brook Street UK Full time

    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.DutiesProvide compliant tailored...

  • Financial Advisor

    2 months ago

    Belfast, United Kingdom Brook Street UK Full time

    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.DutiesProvide compliant tailored...

  • Financial Advisor

    7 days ago

    Belfast, United Kingdom Brook Street Full time

    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. DutiesProvide compliant...

  • Financial Advisor

    1 week ago

    Belfast, United Kingdom Brook Street UK Full time

    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. DutiesProvide compliant...

  • Financial Advisor

    2 months ago

    Belfast, United Kingdom Brook Street UK Full time

    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. DutiesProvide compliant...

  • Financial Advisor

    5 days ago

    Belfast, United Kingdom Brook Street Full time

    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...

  • Financial Advisor

    3 weeks ago

    Belfast, United Kingdom Brook Street Full time

    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...

  • Financial Advisor

    2 weeks ago

    Belfast, United Kingdom Brook Street Uk Full time

    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...

  • Financial Advisor

    2 months ago

    Belfast, United Kingdom CV-Library Full time

    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...

  • Financial Advisor

    2 months ago

    Belfast, United Kingdom Brook Street Recruitment Full time

    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...

  • Financial Advisor

    4 weeks ago

    Belfast, United Kingdom Brook Street Recruitment Full time

    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...