Paraplanner / Senior Financial Planning Administrator

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.
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



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