Senior Financial Planning Specialist

1 week ago


Belfast, United Kingdom Brook Street Recruitment Full time

We are seeking an experienced Paraplanner to join our team in Belfast. This exciting opportunity is perfect for those with a passion for financial planning and a desire to work with a reputable firm.

The successful candidate will have at least 4 years of experience in the industry, with a strong understanding of retail investment, savings, pension, and protection products. They will also possess excellent knowledge of suitability report content, format, and requirements.

This role involves preparing accurate and compliant suitability reports and letters within target deadlines. The successful candidate must be able to collate and interpret client information, contributing to the formulation of suitable strategies to meet client objectives.

A competitive salary of approximately £35,000 per annum, plus a discretionary bonus and comprehensive pension scheme, make this an attractive opportunity for professionals looking to take their career to the next level.



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