Financial Planning Specialist

4 days ago


Belfast, United Kingdom Brook Street Recruitment Full time

Brook Street Recruitment is working on behalf of our Financial Services client in Belfast who currently has an exciting opportunity for a skilled Paraplanner to join their team.

Salary:

Salary will be dependent on the successful candidate's skills and experience, estimated at around £35,000-£45,000 per annum.

Job Description:

  • Prepare accurate and compliant suitability reports and letters within target deadlines.
  • Collate and interpret client information and contribute to the formulation of suitable strategies to meet client objectives.
  • Production of compliant and detailed client suitability reports and presentations.
  • Manage client queries, ensuring accurate and thorough responses.
  • Ensure all client work adheres to compliance regulations and is supported by relevant documentation.
  • Undertake continuous professional development to meet regulatory requirements and personal development needs.

Requirements:

  • Must be Level 4 qualified with at least 4 year's experience.
  • Broad technical knowledge and experience in financial planning products.
  • Excellent knowledge of retail investment, savings, pension and protection products.
  • Highly developed analytic, observational, written and verbal communication skills.
  • Strong understanding of industry standards and business processes.
  • Excellent knowledge of suitability report content, format and requirements.
  • Exemplary attention to detail and strong organisational skills.
  • Proficiency with using various software packages, such as Microsoft Excel and Word.


  • Belfast, United Kingdom Artemis Human Capital Full time

    Artemis Human CapitalJob Title: Financial Planning SpecialistLocation: Belfast-based insurance companyEstimated Salary: £45,000 - £55,000 per annum.**Company Overview:**A leading Belfast-based insurance company is seeking a skilled Financial Planning Specialist to join their team. As a key member of the finance department, you will play a vital role in...


  • Belfast, United Kingdom Hays PLC Full time

    Financial Planning SpecialistHays Accountancy and Finance is working in partnership with a large public sector organisation to recruit a Financial Planning Specialist. This role will act as an integral member of the finance team, providing strategic financial advice on the Department's financial position.Your New RoleThe Financial Services Division provides...


  • Belfast, United Kingdom NFU Mutual Full time

    About the RoleWe are seeking a skilled Financial Planning Specialist to join our team in Northern Ireland. As a key member of our agency network, you will provide holistic financial planning advice to existing customers and develop relationships with local agencies.The ideal candidate will have a strong understanding of the UK financial services regulatory...


  • Belfast, United Kingdom Brook Street UK Full time

    Financial Services OpportunityBrook Street Recruitment is working on behalf of our client, a reputable financial advice firm with an excellent industry reputation. They are seeking an experienced Senior Financial Planning Specialist to join their team.Provide tailored, compliant financial advice to private and corporate clients.Work closely with the...


  • Belfast, United Kingdom Brook Street UK Full time

    Brook Street UK is collaborating with a reputable and expanding financial services company to identify an experienced Senior Financial Planning Specialist. The ideal candidate will have excellent knowledge of compliant financial planning practices and be able to provide tailored advice to private and corporate clients.About the RoleThis is an exciting...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job SummaryWe are seeking a highly skilled Commercial Finance Manager to join our client's team. As a key member of the business partnering team, you will play a crucial role in driving strategic and financial processes, such as annual budgeting and cost efficiency initiatives. You will be responsible for creating forecasts, aligning them with business...


  • Belfast, United Kingdom Brook Street Full time

    Key Responsibilities:As a Financial Planning Specialist at Brook Street Recruitment, you will be responsible for preparing accurate and compliant suitability reports and letters within target deadlines. You will also collate and interpret client information to contribute to the formulation of suitable strategies to meet client objectives.Key Skills:Excellent...


  • Belfast, United Kingdom Evelyn Partners Full time

    Join Evelyn Partners as a Strategic Financial Planning SpecialistWe are seeking an experienced Strategic Financial Planning Specialist to join our team in London. This is a fantastic opportunity for a motivated and results-driven professional to take their career to the next level.About the RoleThis role will involve working with clients to provide tailored...


  • Belfast, United Kingdom REED Specialist Recruitment Full time

    Financial Support SpecialistWe are seeking a Financial Support Specialist to join our team in Belfast. This is a permanent, full-time position offering a competitive salary and a range of benefits.The successful candidate will have previous experience in an accounts role and a strong understanding of financial software systems, particularly Sage 200.Key...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job Title: Financial Reporting SpecialistJob Summary: We are seeking an experienced Financial Reporting Specialist to join our team. The successful candidate will be responsible for providing high-quality financial reporting and analysis to support the business in meeting its objectives.Key Responsibilities:Preparation and review of monthly management...


  • Belfast, United Kingdom Brook Street Full time

    Financial Planning OpportunityBrook Street Recruitment is working with a reputable financial advice firm in Belfast to find an experienced Financial Advisor / Senior Paraplanner. The ideal candidate will provide tailored financial advice to private and corporate clients, conducting in-depth research and preparing detailed financial reports. Key...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Established in East Belfast, our client is a reputable business with a diverse portfolio and strong market presence.This role offers an excellent opportunity for professional growth and development within the company.As Financial Reporting Specialist, you will report directly to the Financial Controller, who previously held this position, and be responsible...


  • Belfast, United Kingdom VanRath Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at VanRath. As a key member of our finance department, you will be responsible for preparing monthly management accounts and providing high-quality financial reporting to the business.About YouFully qualified accountant (ACA, CIMA, ACCA or equivalent) with strong...


  • Belfast, United Kingdom Brook Street Full time

    Exciting Opportunity at a Growing Financial Advice FirmBrook Street Recruitment is working with a reputable independent financial advice firm in Belfast to find an experienced Financial Advisor / Senior Paraplanner to join their team.Key Responsibilities:Provide compliant tailored financial advice to private and corporate clientsConduct in-depth research and...


  • Belfast, United Kingdom Abacus Professional Recruitment Full time

    Job Opportunity: Financial Planning SpecialistLocation: BelfastA competitive salary and generous benefits package are being offered for a skilled Financial Planning Specialist to join our expanding team in brand-new, modern offices near the city centre.Key Responsibilities:Prepare accurate and compliant suitability reports and letters within target...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    **About the Role:** We are looking for a skilled Financial Business Support Specialist to join our team. The successful candidate will work closely with the finance team to ensure accurate financial data and perform various administrative tasks.Key responsibilities include:Data entry across financial and administrative systemsPreparing basic account...


  • Belfast, United Kingdom Rewardinsight Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Planning and Analysis Specialist to join our team at Rewardinsight. This is an exciting opportunity for a motivated individual to utilize their analytical skills and experience in financial planning and analysis to drive business growth and success.The successful candidate will be responsible for...


  • Belfast, United Kingdom NFU Mutual Full time

    About the RoleNFU Mutual is seeking a skilled Financial Advisor to join our team in Northern Ireland. As a Financial Advisor, you will be responsible for providing holistic financial planning advice to existing customers, partnering with local agencies, and developing strong customer relationships.Key ResponsibilitiesDelivering regulated financial advice to...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job Summary: We are seeking a highly skilled Senior Financial Accountant to join our finance team. The successful candidate will be responsible for providing high-quality financial information to support business decisions and driving the company forward through financial planning and analysis.Key Responsibilities:Provide financial information to support...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    About the RoleWe are seeking a highly skilled Financial Reporting Specialist to join our client in Belfast. This is a fantastic opportunity for a newly qualified accountant or someone looking to transition into industry, with a competitive salary of up to £42,000 per annum.Key ResponsibilitiesAssist in preparing monthly and year-end financial statements,...