Senior Financial Planning Specialist

3 days ago


County Antrim, United Kingdom Brook Street UK Full time

We are working with a respected independent financial advice firm in Belfast to find an experienced Senior Financial Planning Administrator / Paraplanner.

The ideal candidate will have extensive experience in paraplanning, strong analytical skills, and a deep understanding of financial products and regulations.

Key responsibilities include:

  • Providing compliant tailored financial advice to private and corporate clients
  • Conducting in-depth research and preparing detailed financial reports
  • Meeting stringent quality and compliance requirements

The role also involves developing comprehensive financial plans for high-net-worth clients, including knowledge of trusts, corporate, estate-planning, and pension transfers.

A competitive salary of £45,000 is on offer, plus a discretionary bonus and pension scheme.



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