Senior Financial Planning Specialist

3 weeks ago


Belfast, United Kingdom Brook Street Full time

At Brook Street Recruitment, we are proud to work with our esteemed client in Belfast to find a skilled Financial Advisor / Senior Paraplanner to join their team at a well-respected independent financial advice firm.

Company Overview:

Brook Street NMR is acting as an Employment Agency in relation to this vacancy, supporting our client in finding the right candidate for their growing and ambitious organization. Our client has an excellent reputation within the industry and is committed to delivering high-quality financial services to their clients. They are looking for a seasoned professional who can provide tailored financial advice to private and corporate clients and contribute to the growth and success of their firm.

Salary:

The salary for this role will be competitive and will be discussed in further detail during the application process. Our client is open to negotiating a salary that reflects the successful candidate's skills and experience. In addition to the base salary, a discretionary bonus will be offered to recognize and reward outstanding performance.

Job Description:

As a Financial Advisor / Senior Paraplanner, you will be responsible for providing compliant tailored financial advice to private and corporate clients. You will conduct in-depth research, prepare detailed financial reports, and develop long-term client relationships to ensure their ongoing needs are met and goals achieved. You will also be responsible for developing direct and referred sources of new business, meeting stringent quality and compliance requirements, and ensuring all activities comply with FCA guidelines and company processes. You will work closely with the team to develop comprehensive financial plans and contribute to the growth and success of the firm.

Required Skills and Qualifications:

To be successful in this role, you will need to have 8+ years of experience in paraplanning, level 6 qualified, and demonstrable skills in working with high-net-worth clients. You will also need to have knowledge of trusts, corporate, estate-planning, pension transfers, and extensive experience in paraplanning, strong analytic skills, and a deep understanding of financial products and regulations. Our client is open to considering level 4 qualified candidates with significant experience. If you have a proven track record of providing exceptional financial advice and are passionate about delivering high-quality services, this could be the ideal opportunity for you.

Benefits:

Our client offers a competitive salary, a discretionary bonus, and a pension scheme to recognize and reward outstanding performance. They are committed to providing a supportive and collaborative work environment that allows their employees to grow and develop their careers. If you are a motivated and experienced Financial Advisor / Senior Paraplanner looking for a new challenge, please do not hesitate to apply. Brook Street NMR is acting as an Employment Agency in relation to this vacancy.



  • Belfast, United Kingdom Brook Street UK Full time

    Financial Services OpportunityBrook Street Recruitment is working on behalf of our client, a reputable financial advice firm with an excellent industry reputation. They are seeking an experienced Senior Financial Planning Specialist to join their team.Provide tailored, compliant financial advice to private and corporate clients.Work closely with the...


  • Belfast, United Kingdom MCS Group Full time

    **Financial Planning Support Role**MCS Group is seeking a highly skilled Senior Financial Planning Specialist to join their team in Belfast. As a Senior Financial Planning Specialist, you will play a critical role in supporting financial advisors by preparing detailed financial reports, conducting in-depth research, and developing comprehensive financial...


  • Belfast, United Kingdom Hays PLC Full time

    Financial Planning SpecialistHays Accountancy and Finance is working in partnership with a large public sector organisation to recruit a Financial Planning Specialist. This role will act as an integral member of the finance team, providing strategic financial advice on the Department's financial position.Your New RoleThe Financial Services Division provides...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job Summary: We are seeking a highly skilled Senior Financial Accountant to join our finance team. The successful candidate will be responsible for providing high-quality financial information to support business decisions and driving the company forward through financial planning and analysis.Key Responsibilities:Provide financial information to support...


  • Belfast, United Kingdom Hays Senior Finance Full time

    Our client, a large public sector organisation, is seeking a Financial Management Specialist to join their team. This role offers a competitive salary and excellent benefits.About the RoleThe successful candidate will be responsible for managing financial processes, including monthly accounts work, VAT returns, and interim/year-end accounts preparation. They...


  • Belfast, United Kingdom VanRath Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at VanRath. As a key member of our finance department, you will be responsible for preparing monthly management accounts and providing high-quality financial reporting to the business.About YouFully qualified accountant (ACA, CIMA, ACCA or equivalent) with strong...


  • Belfast, United Kingdom MCS Group Full time

    MCS Group is seeking a highly skilled Financial Planning and Analysis Specialist to join their team in Belfast. The successful candidate will be responsible for preparing monthly management accounts and financial forecasts, as well as continuous improvement of financial controls and processes.The ideal candidate will be a qualified ACA/ACCA/CIMA or finalist...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job SummaryOur client, a leading organisation in the corporate sector, is seeking a highly skilled Financial Planning and Analysis Accountant to join their finance team. As a key member of the team, you will be responsible for producing management accounts, working closely with the operational team to support decision-making, and driving business...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job Title: Senior Financial DirectorAbout the Role:We are seeking a highly skilled Senior Financial Director to join our team at Hays Specialist Recruitment. As a Senior Financial Director, you will be responsible for ensuring the accurate and timely fulfillment of all reporting obligations, as well as meeting compliance and governance responsibilities...


  • Belfast, United Kingdom Brook Street UK Full time

    Brook Street Recruitment is working on behalf of our client, a reputable financial advice firm in Belfast, to fill an exciting role within their team.Key Responsibilities:• Provide tailored financial advice to private and corporate clients.• Assist in the development and implementation of financial plans.• Collaborate with cross-functional teams to...


  • Belfast, United Kingdom Brook Street Recruitment Full time

    Financial Advisor OpportunityBrook Street Recruitment is working on behalf of our client, a reputable financial advice firm, to find an experienced Financial Advisor or Senior Paraplanner to join their team.Key Responsibilities:Provide tailored financial advice to private and corporate clientsConduct in-depth research and prepare detailed financial...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Financial Controller BelfastHays Accountancy & Finance is seeking a Financial Controller to join our client on a temporary / 6 month contract, working within a well-known and respected charity in Belfast dedicated to making a positive impact in the community.Key Responsibilities:Managing the day-to-day financial activities, including budgeting, forecasting,...


  • Belfast, United Kingdom NFU Mutual Full time

    About the RoleWe are seeking a skilled Financial Planning Specialist to join our team in Northern Ireland. As a key member of our agency network, you will provide holistic financial planning advice to existing customers and develop relationships with local agencies.The ideal candidate will have a strong understanding of the UK financial services regulatory...


  • Belfast, United Kingdom Brook Street Full time

    Financial Planning OpportunityBrook Street Recruitment is working with a reputable financial advice firm in Belfast to find an experienced Financial Advisor / Senior Paraplanner. The ideal candidate will provide tailored financial advice to private and corporate clients, conducting in-depth research and preparing detailed financial reports. Key...


  • Belfast, United Kingdom Brook Street Full time

    Financial Advisor OpportunityBrook Street Recruitment is working on behalf of our client, a reputable financial advice firm, to find an experienced Financial Advisor / Senior Paraplanner.Key Responsibilities:Provide tailored financial advice to private and corporate clients.Conduct in-depth research and prepare detailed financial reports.Develop long-term...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job OverviewHays Specialist Recruitment is seeking a highly skilled Senior Financial Sector Professional to join their team. This role requires extensive experience in the banking industry, particularly in regulatory reporting. The ideal candidate will have a strong understanding of financial markets and a proven track record in investment banking.About the...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job SummaryWe are seeking a highly skilled Financial Governance Specialist to join our client's company, a leading cultural institution. The successful candidate will provide a business partnering role to the wider organisation, reporting to and supporting the Head of Finance and Governance.Key ResponsibilitiesManage the day-to-day running of the Accounting...


  • Belfast, United Kingdom Brook Street Full time

    Exciting Opportunity at a Growing Financial Advice FirmBrook Street Recruitment is working with a reputable independent financial advice firm in Belfast to find an experienced Financial Advisor / Senior Paraplanner to join their team.Key Responsibilities:Provide compliant tailored financial advice to private and corporate clientsConduct in-depth research and...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job Summary: We are seeking a highly skilled Senior Financial Analyst to join our team at Hays Specialist Recruitment Limited. As a key member of our team, you will be responsible for assisting in project migration, preparing technical specifications, and assessing project risks.Key Responsibilities:* Assist in project migration and prepare technical...


  • Belfast, United Kingdom Brook Street Full time

    Key Responsibilities:As a Financial Planning Specialist at Brook Street Recruitment, you will be responsible for preparing accurate and compliant suitability reports and letters within target deadlines. You will also collate and interpret client information to contribute to the formulation of suitable strategies to meet client objectives.Key Skills:Excellent...