Senior Financial Services Consultant

3 weeks ago


Belfast, United Kingdom Brook Street UK Full time

Brook Street Recruitment is working with a leading financial advice firm in Belfast to find an experienced Financial Advisor/Senior Paraplanner.

  • **Job Summary:** The role involves providing tailored financial advice to private and corporate clients, ensuring compliance with industry regulations.
Key Responsibilities:
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Provide comprehensive financial planning and advice, including investment, retirement, and estate planning strategies.
  • Collaborate with colleagues to ensure seamless delivery of services, maintaining high levels of customer satisfaction.
Requirements:
  • Bachelor's degree in a relevant field or equivalent experience.
  • Minimum 3 years of experience as a Financial Advisor/Senior Paraplanner, preferably in a similar firm.
  • Strong knowledge of financial products, services, and regulatory requirements.
What We Offer:
  • A competitive estimated salary range of £40,000 - £60,000 per annum, based on experience.
  • Ongoing professional development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment, fostering collaboration and innovation.


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