Senior Financial Planning Consultant

17 hours ago


County Antrim, United Kingdom Brook Street UK Full time
Job Summary

A dynamic and respected financial advice firm is seeking a highly skilled Senior Financial Planning Consultant to provide tailored advice to private and corporate clients. This role involves conducting in-depth research and preparing detailed financial reports, meeting stringent quality and compliance requirements, and developing comprehensive financial plans.

About the Role
  • Provide compliant financial advice to private and corporate clients, ensuring their financial goals are met.
  • Conduct thorough research and prepare detailed financial reports, identifying opportunities for growth and risk management.
  • Meet quality and compliance standards, adhering to regulatory requirements and industry best practices.
  • Develop and implement comprehensive financial plans, delivering exceptional client outcomes.
Requirements
  • Demonstrable expertise in working with high-net-worth clients, understanding their unique needs and objectives.
  • In-depth knowledge of trusts, corporate, estate-planning, and pension transfers, enabling effective financial planning and advice.
  • Extensive experience in paraplanning, strong analytical skills, and a deep understanding of financial products and regulations.
What We Offer
  • A competitive salary range of £50,000 - £65,000 per annum, depending on experience.
  • A generous discretionary bonus scheme, recognizing outstanding performance and contributions to the team.
  • A comprehensive pension scheme, providing long-term security and financial stability.


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