Senior Financial Planning Specialist
7 days ago
Brook Street Recruitment is excited to present this exceptional opportunity for a Financial Advisor/Senior Paraplanner to join a well-respected independent financial advice firm in Belfast.
About the Firm:This esteemed organization has an excellent reputation within the industry, known for its commitment to excellence and customer satisfaction.
Key Highlights:- Excellent career development opportunities, with a focus on professional growth and advancement.
- Collaborative and supportive team environment, fostering a culture of open communication and teamwork.
- Opportunities for continuous learning and professional development, staying at the forefront of industry trends and best practices.
Requirements:
- 8+ years of paraplanning experience, with Level 6 qualification or higher.
- Demonstrable skills in working with high-net-worth clients, knowledgeable in trusts, corporate, estate-planning, and pension transfers.
- Strong analytic skills and a deep understanding of financial products and regulations.
Salary and Benefits:
- Competitive salary package, dependent on experience and qualifications.
- Discretionary bonus structure, providing opportunities for additional income.
- Pension scheme, contributing to long-term financial security.
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