Financial Planning Specialist

3 days ago


Belfast, United Kingdom Brook Street UK Full time
Job Overview

We are seeking a skilled Financial Planning Specialist to join our team in Belfast. The successful candidate will be responsible for preparing accurate and compliant suitability reports and letters, collating and interpreting client information, and managing client queries.

Key Responsibilities:
  • Prepare detailed and compliant suitability reports and letters within target deadlines.
  • Collate and interpret client data, contributing to the formulation of suitable strategies to meet client objectives.
  • Produce compliant and detailed client suitability reports and presentations.
  • Manage client inquiries, ensuring accurate and thorough responses.
Requirements:
  • Level 4 qualification with at least 4 years' experience in financial planning products.
  • Broad technical knowledge and experience in retail investment, savings, pension, and protection products.
  • Excellent knowledge of industry standards and business processes.
What We Offer:
  • A competitive salary of £45,000 - £55,000 per annum based on skills and experience.
  • Discretionary bonus.
  • Pension scheme.


  • Belfast, United Kingdom REED Specialist Recruitment Full time

    Job Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at REED Specialist Recruitment. The successful candidate will be responsible for providing financial planning and budgeting expertise to clients in the public sector.The ideal candidate will have successfully passed the final professional...


  • Belfast, United Kingdom REED Specialist Recruitment Full time

    **Job Title:** Financial Planning SpecialistCompany Overview: REED Finance is delighted to be partnered with a large Public Sector organisation based in Belfast, in the appointment of a permanent Staff Officer Accountant. This is a permanent and full-time role, which offers flexible working, an enhanced pension, and hybrid working can be considered.Salary:...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job OverviewHAYS Specialist Recruitment is seeking a seasoned Corporate Finance Manager to join our dynamic team. As a key member, you will be responsible for managing all aspects of corporate finance, including financial planning, analysis, and reporting. This role requires a strategic thinker with strong analytical skills and the ability to work...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    About the RoleHays Specialist Recruitment Limited is seeking a skilled Corporate Finance Manager to join our team. As a key member of our finance department, you will be responsible for managing all aspects of corporate finance, including financial planning, analysis, and reporting.Job Description:Develop and implement financial strategies to support...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    **Job Title:** Financial Strategy ManagerWe are seeking an experienced and highly skilled Financial Strategy Manager to join our team at Hays Specialist Recruitment. In this role, you will be responsible for managing all aspects of corporate finance, including financial planning, analysis, and reporting. This position requires a strategic thinker with strong...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Strategic Financial Leader WantedWe are seeking a skilled Strategic Financial Leader to join our team and help drive business growth and profitability through effective financial planning and analysis.About UsHAYS Specialist Recruitment is a leading recruitment agency dedicated to providing high-quality financial advice and support to our clients. Our team...


  • Belfast, United Kingdom Artemis Human Capital Full time

    Artemis Human CapitalJob Title: Financial Planning SpecialistLocation: Belfast-based insurance companyEstimated Salary: £45,000 - £55,000 per annum.**Company Overview:**A leading Belfast-based insurance company is seeking a skilled Financial Planning Specialist to join their team. As a key member of the finance department, you will play a vital role in...


  • Belfast, United Kingdom MCS Group Full time

    About the Role:MCS Group is partnering with a leading Wealth Management & Financial Planning firm to recruit for a highly skilled Financial Planning Specialist. The successful candidate will be responsible for providing financial advice to clients on a range of planning solutions, utilizing Cashflow to support their needs, and actively seeking new financial...


  • Belfast, United Kingdom Austin Fraser Full time

    Job Description:The role of a Financial Planning Specialist at Austin Fraser involves providing high-quality, accurate, and timely financial information to various stakeholders. This includes preparing regular reports for senior management and offering expert advice and guidance to budget holders on budgeting and in-year monitoring.The ideal candidate will...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job OverviewWe are seeking a highly skilled Financial Management Specialist to join our team in Belfast. This is a temporary contract with the possibility of extension.As a Financial Management Specialist, you will be responsible for managing grants, budget, and quarterly payments. You will also enhance financial reporting, ensure procurement value, develop...


  • Belfast, United Kingdom Artemis Human Capital Full time

    Job Title: Financial Planning SpecialistAt Artemis Human Capital, we are seeking a skilled Financial Planning Specialist to join our team in Belfast. This is a fantastic opportunity for a qualified accountant to take on a key role within our established finance function.About the Role:This position will involve preparing monthly management accounts, ensuring...


  • Belfast, United Kingdom VanRath Full time

    Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our client's finance team in Belfast. The successful candidate will play a key role in providing high-level financial management, ensuring robust financial controls, and supporting strategic financial planning and decision-making.Key Responsibilities:Provide high-quality,...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    HAYS Specialist Recruitment is seeking a highly experienced Senior Management Accountant to take on a key role in driving financial performance and strategy at one of our clients in Belfast.The successful candidate will possess outstanding analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job SummaryWe are seeking an experienced Corporate Finance Manager to join our dynamic team at Hays Specialist Recruitment Limited. The ideal candidate will have a strong background in corporate finance, including financial planning, analysis, and reporting.Key Responsibilities:Develop and implement financial strategies to support business growth and...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job SummaryWe are seeking a highly skilled Commercial Finance Manager to join our client's team. As a key member of the business partnering team, you will play a crucial role in driving strategic and financial processes, such as annual budgeting and cost efficiency initiatives. You will be responsible for creating forecasts, aligning them with business...


  • Belfast, United Kingdom MCS Group Full time

    Job Overview: MCS Group is seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for managing budget, grant payments, and quarterly financial draw downs to ensure compliance with government policies and public finance regulations.The role involves processing financial reports, monitoring...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job Overview:Hays Specialist Recruitment is seeking a highly skilled Public Sector Accountant to join our client's team. As a key member of the finance department, you will be responsible for managing internal and external budgets, preparing financial reports, and providing analytical support to business areas.The successful candidate will have a strong...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Financial Planning Expert WantedWe are seeking a senior management accountant to join our client's team in Belfast. The successful candidate will have commercial experience and be able to plan and prioritise a busy workload. Key responsibilities include preparing and reviewing reports, providing financial information to the business, and working with various...


  • Belfast, United Kingdom Brook Street UK Full time

    Brook Street UK is collaborating with a reputable and expanding financial services company to identify an experienced Senior Financial Planning Specialist. The ideal candidate will have excellent knowledge of compliant financial planning practices and be able to provide tailored advice to private and corporate clients.About the RoleThis is an exciting...


  • Belfast, United Kingdom REED Specialist Recruitment Full time

    About the Role:We are looking for a highly skilled Financial Planning and Procurement Lead to join our team in Belfast. As a member of our organisation, you will play a key role in shaping our financial strategy and direction, while also ensuring that we comply with all relevant laws and regulations.Your primary responsibility will be to lead the development...