Senior Financial Specialist
2 weeks ago
Job Opportunity: Financial Advisor
Brook Street Recruitment is representing a respected independent financial advice firm in Belfast who is currently seeking an experienced Financial Advisor / Senior Paraplanner to join their team. Key Responsibilities:
- Provide tailored financial advice to private and corporate clients.
- Conduct in-depth research and develop detailed financial reports.
- Develop long-term client relationships to ensure ongoing needs are met and goals achieved.
- Meet stringent quality and compliance requirements and adhere to FCA guidelines and company processes.
- Develop comprehensive financial plans for clients.
Requirements:
- At least 8 years of experience in paraplanning.
- Level 6 qualification.
- Demonstrable skills in working with high-net-worth clients.
- Knowledge of trusts, corporate, estate-planning, and pension transfers.
- Extensive experience in paraplanning and strong analytic skills.
What We Offer:
- Salary dependent on experience.
- Discretionary bonus.
- Pension scheme.
Please submit your CV to Colleen Farquharson via the application link. Brook Street NMR acts as an Employment Agency for this vacancy.
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