Experienced Financial Services Advisor

1 day ago


Belfast, United Kingdom Brook Street Recruitment Full time

An exciting opportunity has arisen for an experienced Financial Planner to join a respected independent financial advice firm in Belfast. As a key member of the team, you will be responsible for providing tailored financial advice to private and corporate clients, conducting research, and developing comprehensive financial plans. Your extensive experience in paraplanning, strong analytic skills, and deep understanding of financial products and regulations will be invaluable to the team.

Compensation Package

We are offering a highly competitive salary package, which includes a base salary of around £65,000 per annum, plus a discretionary bonus and a pension scheme. This represents a significant investment in your future and reflects your value to the organization.

Job Summary
  • Provide compliant tailored financial advice to private and corporate clients.
  • Conducting in-depth research - Preparing detailed financial reports, Developing long-term client relationships.
  • Develop direct and referred sources of new business.
  • Meet stringent quality and compliance requirements.
Qualifications and Experience
  • 8 + year's experience in paraplanning experience.
  • Level 6 qualified or equivalent.
  • Demonstrable skills in working with high-net-worth clients.
  • Knowledgeable in trusts, corporate, estate-planning, pension transfers.


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