Senior Financial Planning Specialist
3 weeks ago
Brook Street Recruitment is working on behalf of our client, a reputable financial advice firm, to find an experienced Financial Advisor / Senior Paraplanner.
Key Responsibilities:
- Provide tailored financial advice to private and corporate clients.
- Conduct in-depth research and prepare detailed financial reports.
- Develop long-term client relationships to ensure ongoing needs are met and goals achieved.
- Meet stringent quality and compliance requirements.
- Ensure all activities comply with FCA guidelines and company processes.
Requirements:
- 8+ years of experience in paraplanning, with Level 6 qualification.
- Demonstrable skills in working with high-net-worth clients.
- Knowledgeable in trusts, corporate, estate-planning, and pension transfers.
What We Offer:
- Salary dependent on skills and experience.
- Discretionary bonus.
- Pension scheme.
How to Apply:
Please send your CV to Colleen Farquharson via the apply link.
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