Experienced Financial Services Professional

2 weeks ago


Belfast, United Kingdom Brook Street Full time

Brook Street Recruitment is working on behalf of our Belfast client who has an exciting opportunity within a growing independent financial advice firm. The company has an excellent reputation within the industry, offering a unique chance to join their team as an experienced Financial Advisor or Senior Paraplanner.

Key Responsibilities:

  • Provide tailored financial advice to private and corporate clients, adhering to stringent quality and compliance requirements.
  • Conduct in-depth research and prepare detailed financial reports, leveraging skills in trusts, corporate, estate planning, and pension transfers.
  • Demonstrate expertise in developing comprehensive financial plans for high-net-worth clients.

Benefits:

  • Discretionary bonus

Estimated Salary: £50,000 - £70,000 per annum



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