Senior Financial Specialist

2 weeks ago


Belfast, United Kingdom Brook Street Recruitment Full time

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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