Paraplanner / Senior Financial Planning Administrator
2 months 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.
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 timeAn 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 timeAn 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 timeAn 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 timeAn 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 timeJob 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 timeJob 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 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.
-
Financial Advisor
7 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...
-
Financial Advisor
2 weeks ago
Belfast, United Kingdom Brook Street Uk Careers 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...
-
Financial Advisor
6 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...
-
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...
-
Financial Advisor
7 days ago
Belfast, United Kingdom Brook Street 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...
-
Financial Advisor
1 week 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...
-
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...
-
Financial Advisor
5 days ago
Belfast, United Kingdom Brook Street 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...
-
Financial Advisor
3 weeks ago
Belfast, United Kingdom Brook Street 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...
-
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.Duties Provide compliant...
-
Financial Advisor
2 months ago
Belfast, United Kingdom CV-Library 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...
-
Financial Advisor
2 months 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...
-
Financial Advisor
4 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...