Senior Financial Planning Specialist

7 days ago


Belfast, United Kingdom Brook Street UK Full time

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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