Senior Financial Planning Manager
7 days ago
Job Title: Senior Financial Planning Manager
">About the Company:
Brook Street Recruitment is working with a leading financial services firm in Belfast to find an experienced Financial Advisor/Senior Paraplanner to join their team.
Job Description:
We are seeking a skilled and experienced professional to provide compliant tailored financial advice to private and corporate clients. The ideal candidate will have extensive experience in paraplanning, strong analytic skills, and a deep understanding of financial products and regulations.
Responsibilities:
- Providing compliant tailored financial advice to private and corporate clients.
- Conducting in-depth research and preparing detailed financial reports.
- Developing long-term client relationships to ensure ongoing needs are met and goals achieved.
- Meet stringent quality and compliance requirements.
- Ensuring all activities comply with FCA guidelines and company processes.
- Developing comprehensive financial plans.
Criteria/Qualifications:
- 8+ years' experience in paraplanning.
- Level 6 qualified.
- Demonstrable skills in working with high-net-worth clients.
- Knowledgeable in trusts, corporate, estate-planning, pension transfers.
Salary: $80,000 - $120,000 per annum.
Benefits:
- Pension scheme.
- Discretionary bonus.
Requirements:
- A minimum of 8+ years' experience in paraplanning.
- Level 6 qualification.
- Strong analytical skills and knowledge of financial products and regulations.
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