Independent Financial Consultant

1 week ago


Belfast, United Kingdom Brook Street UK Full time
Job Description

The successful candidate will have extensive experience in paraplanning, strong analytic skills, and a deep understanding of financial products and regulations. Key responsibilities include:

  • Providing financial advice to clients, ensuring compliance with regulatory requirements.
  • Conducting research and preparing financial reports to meet client needs.
  • Developing client relationships and identifying new business opportunities.
  • Maintaining up-to-date knowledge of financial products and regulations.
Requirements
  • At least 8 years' experience in paraplanning or a related field.
  • Demonstrable skills in working with high-net-worth clients.
  • Knowledgeable in trusts, corporate, estate-planning, pension transfers.
  • Strong analytic skills and ability to maintain up-to-date knowledge of financial products and regulations.
Benefits

The successful candidate can expect a competitive salary, discretionary bonus, and access to a pension scheme.



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