Wealth Management Professional

About the PositionWe are seeking an experienced Paraplanner to join our Wealth Planning team. As a Paraplanner, you will be responsible for providing administrative support to our Wealth Planners, including preparing suitability letters, conducting cash flow modeling, and managing client cases.Responsibilities and Requirements- 2+ years of experience as a...

Paraplanner Role - Join Our Client's TeamBelfast-based Wealth Management firm seeks Paraplanner to contribute to company strategy and goals. As a Paraplanner, you will play a crucial role in delivering exceptional client service and supporting the Financial Advisers in their work. This is an excellent opportunity to develop your skills and knowledge in...

Join Our Team as a Wealth ManagerWe are seeking an experienced Lvl 4 professional to fill this challenging role. The ideal candidate will have strong technical skills, excellent communication abilities, and a keen eye for detail.Responsibilities:Process client data, ensuring accuracy and efficiency.Prepare and submit paperwork for client cases.Work closely...

We are looking for a Retirement Wealth Solutions Professional to join our team as a Customer Support Specialist in Savings. The successful candidate will have experience in the financial services industry, particularly in retirement wealth solutions, and will possess excellent communication and interpersonal skills.The key responsibilities of this role...

MCS Group is delighted to be partnering with a respected Wealth Management firm in Greater Belfast to recruit for a skilled Paraplanner to complement their growth plans. The ideal candidate will have a passion for financial planning and client service, with strong technical skills and excellent communication abilities.This exciting opportunity offers:A...

**Financial Services Administrator (Wealth Management)** Overview: We are in search of a meticulous and dedicated Financial Services Administrator to fortify our esteemed wealth management team. This role involves comprehensive administrative support to ensure seamless operations in handling new and existing business, client transactions, compliance, and...

Wealth Management ConsultantWe are seeking an experienced Wealth Management Consultant to join our client's team in Belfast. As a key member of the financial services firm, you will be responsible for providing comprehensive financial planning services to high-net-worth individuals and corporate clients.About the Role:The successful candidate will have...

Austin Fraser is delighted to be working with a renowned Wealth Management firm in Belfast, seeking an experienced Paraplanner to join their team. As a Paraplanner, you will play a key role in driving business growth and delivering exceptional client experiences.Your key responsibilities will include:Developing and implementing effective investment...

About the Opportunity">We are excited to offer a challenging and rewarding role as a Financial Advisor / Senior Paraplanner with a well-established independent financial advice firm in Belfast.">Job Overview">In this role, you will be responsible for providing high-quality financial advice to private and corporate clients, ensuring compliance with regulatory...

Discover a unique opportunity to excel in our Wealth Planning team, based in Belfast. As a skilled Paraplanner, you will provide critical technical and planning support to deliver exceptional financial planning services to high-net-worth clients with complex needs.About the RoleDraft and deliver comprehensive suitability reports, ensuring seamless...

About the RoleMCS Group is working with a leading Wealth Management & Financial Planning firm to find a skilled Paraplanner for their Belfast office. This is an excellent opportunity for a qualified Level 4 Paraplanner looking to take their career to the next level.Key ResponsibilitiesThe successful candidate will process new business on relevant platforms,...

About the RoleWe are seeking a skilled Paraplanner to join our team in Belfast. As a key member of our wealth management team, you will play a critical role in creating compliant suitability reports for clients. This exciting opportunity offers a range of benefits, including a competitive salary of £35,000 to £45,000 per annum, dependent on experience, as...

VACANCY NUMBER - VN430 EMPLOYMENT TYPE - Permanent LOCATION - Belfast JOB DETAILS **_ Do you want to become a Wealth Graduate?_** - AAB Wealth is looking for the next generation of graduates to join our growing Belfast team. _ - AAB Wealth is one of the leading independent financial planning firms in the UK. Our mission is to provide our clients with...

Brook Street Recruitment is delighted to be working with our Belfast client who are an established Wealth Management firm. We are seeking a skilled Paraplanner to join their team to contribute to company strategy, goals, and objectives by maximising business development opportunities within the financial services market.Job DescriptionThe successful...

Job Title: Financial Services Professional Location: Belfast Job Type: Full-time About the Company: Our client, a leading Wealth Management firm, is seeking an experienced Paraplanner to join their Belfast-based team. The successful candidate will play a vital role in contributing to company strategy and objectives, driving business growth and ensuring...

We are seeking a highly motivated Wealth and Investment Regulatory Advisor to join our team at fscom in Belfast or London. As a key member of our Compliance team, you will be responsible for providing regulatory advice and services to our growing Wealth and Investment Management client base.The ideal candidate will have 5+ years of experience in Compliance,...

An Exciting Opportunity AwaitsBrook Street Recruitment is proud to present an exceptional chance for a skilled Financial Advisor / Senior Paraplanner to join a reputable independent financial advice firm in Belfast. This role offers a unique blend of challenges and rewards, allowing the successful candidate to make a significant impact on the firm's...

About UsWe are a leading Wealth Management firm based in Belfast, seeking an experienced Pensions Paraplanner to join our team.The ideal candidate will have excellent communication skills and the ability to present complex information in a clear and concise manner.Job DescriptionThis role involves working closely with the team to achieve business objectives...

About the RoleAre you passionate about wealth planning and eager to work in a dynamic role that combines technical expertise, client engagement, and team collaboration?We are seeking a Paraplanner to join our Wealth Planning team, supporting high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role is integral to helping our Wealth Planners...

**Overview of Citi**: Citi is a world-leading global bank. We have approximately 200 million customer accounts and a presence in more than 160 countries and jurisdictions worldwide. We provide consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and...