Senior Financial Planning Manager

7 days ago


Belfast, United Kingdom Brook Street Recruitment Full time

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.


  • Belfast, United Kingdom VanRath Full time

    VanRath are delighted to be working with x2 NICS ALBs who are recruiting for a DP Accountant. The successful candidate will play a key role in providing high-level financial management, ensuring robust financial controls, and supporting strategic financial planning and decision-making.The two roles are situated in Belfast City Centre and Greater Belfast. We...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Financial Planning Expert WantedWe are seeking a senior management accountant to join our client's team in Belfast. The successful candidate will have commercial experience and be able to plan and prioritise a busy workload. Key responsibilities include preparing and reviewing reports, providing financial information to the business, and working with various...


  • Belfast, United Kingdom Brook Street UK Full time

    Job Title: Senior Financial Planning SpecialistAre you a seasoned financial planning specialist looking for a new challenge? Do you have a proven track record of delivering high-quality financial planning services to clients?We are seeking an experienced senior financial planning specialist to join our team in Belfast. As a senior member of our team, you...


  • Belfast, United Kingdom Artemis Human Capital Full time

    Artemis Human Capital is seeking a talented FP&A Manager to join their dynamic finance team in Belfast. This pivotal role involves delivering top-tier financial data and insights to internal stakeholders, aiding informed decision-making and acting as a strategic partner to the senior management team.The RoleOwnership of the annual budgeting process, working...


  • Belfast, United Kingdom Brook Street UK Full time

    Senior Financial Planning SpecialistWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at Brook Street UK in Belfast.About the Role:The successful candidate will be responsible for providing tailored financial advice to private and corporate clients, conducting research, and developing long-term client relationships.Key...


  • Belfast, United Kingdom Austin Fraser Full time

    Job Description:The role of a Financial Planning Specialist at Austin Fraser involves providing high-quality, accurate, and timely financial information to various stakeholders. This includes preparing regular reports for senior management and offering expert advice and guidance to budget holders on budgeting and in-year monitoring.The ideal candidate will...


  • Belfast, United Kingdom beBee Professionals Full time £45,000 - £65,000

    At beBee Professionals, we are seeking a highly skilled Financial Planning Expert to oversee financial planning, reporting, and analysis. The ideal candidate will have a strong understanding of financial management, budgeting, and forecasting.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets.Monitor and manage cash flow to...


  • Belfast, United Kingdom Brook Street Recruitment Full time

    Brook Street Recruitment is working on behalf of our client, a leading independent financial advice firm in Belfast. They are seeking an experienced Financial Advisor/Senior Paraplanner to join their team.">About the RoleThe ideal candidate will have 8+ years of experience in paraplanning and be Level 6 qualified. Key responsibilities include providing...


  • Belfast, United Kingdom VanRath Full time

    Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our client's finance team in Belfast. The successful candidate will play a key role in providing high-level financial management, ensuring robust financial controls, and supporting strategic financial planning and decision-making.Key Responsibilities:Provide high-quality,...


  • Belfast, United Kingdom REED Specialist Recruitment Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team in Belfast City Centre. This is a temporary opportunity for 6 months with possible extension.The successful candidate will support the Senior Management team in administering grant funding and financial analysis in support of budgetary management and strategic...


  • Belfast, United Kingdom Hays Accounts and Finance Full time

    Job Title:Staff Officer AccountantAbout the Role:The Staff Officer Accountant will be responsible for providing in-year budget management and monitoring, including preparation of monthly reports for the Housing & Sustainability Group senior management team and input to the monthly Departmental Management Board Stewardship Report.Main Responsibilities:Budget...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    About the RoleThis Senior Financial Strategist position is perfect for someone looking to leverage their corporate finance expertise to drive business growth. With a competitive salary of $50,000 and comprehensive benefits package, this is an exciting opportunity to advance your career in a dynamic environment.The key responsibilities include:Designing and...


  • Belfast, United Kingdom Brook Street UK Full time

    Unlock Your Potential in Financial ServicesBrook Street UK is recruiting an experienced Financial Advisor / Senior Paraplanner to join their leading independent financial advice firm in Belfast.About the PositionConduct thorough analysis of complex financial data to provide informed advice and recommendations.Maintain excellent relationships with clients,...


  • Belfast, United Kingdom REED Specialist Recruitment Full time

    **Job Title:** Financial Planning SpecialistCompany Overview: REED Finance is delighted to be partnered with a large Public Sector organisation based in Belfast, in the appointment of a permanent Staff Officer Accountant. This is a permanent and full-time role, which offers flexible working, an enhanced pension, and hybrid working can be considered.Salary:...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job Summary: We are seeking a highly skilled Management Accountant to join our team in Belfast. As a key member of the financial team, you will be responsible for providing strategic financial planning and analysis support to the business. Your expertise will enable us to make informed decisions and drive growth.About the Role: You will work closely with...


  • Belfast, United Kingdom Artemis Human Capital Full time

    Artemis Human CapitalJob Title: Financial Planning SpecialistLocation: Belfast-based insurance companyEstimated Salary: £45,000 - £55,000 per annum.**Company Overview:**A leading Belfast-based insurance company is seeking a skilled Financial Planning Specialist to join their team. As a key member of the finance department, you will play a vital role in...


  • Belfast, United Kingdom VANRATH Full time

    About this role: VANRATH are pleased to be exclusively partnered with one of Northern Ireland's best-known employers based in Belfast, who are looking to recruit a CORPORATE ACCOUNTANT on a 12 month contract basis. This is an exciting opportunity for a qualified accountant to join a dynamic team and contribute to the company's growth plans.Job summary: The...


  • Belfast, United Kingdom Vanrath Full time

    Job Summary:VANRATH are seeking a highly skilled Senior Manager of Financial Operations to join their team in Belfast. The ideal candidate will have a strong background in finance, with experience in leading teams and developing financial strategies.The role involves providing financial guidance to the Senior Leadership Team and ensuring that the...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job Summary">We are seeking a Financial Planning Manager to join our team at HAYS Specialist Recruitment Limited. This is a dynamic role that offers the opportunity to work with clients and deliver high-quality financial advice and support.">About the Role">The successful candidate will be responsible for managing all aspects of corporate finance, including...


  • Belfast, United Kingdom Direct Medics Full time

    Job Summary:We are seeking an experienced Senior Financial Manager to join our team at Direct Medics. This is a critical role that involves overseeing the financial operations of the organization, ensuring accuracy and compliance.The successful candidate will play a key role in driving financial strategies and implementing initiatives that align with the...