High Net Worth Financial Planning Specialist
4 weeks ago
We are seeking an experienced financial advisor/senior paraplanner to provide tailored financial advice, conduct research, and develop client relationships in our Belfast office.
- Deliver comprehensive financial plans for private and corporate clients, ensuring quality and compliance requirements are met.
About the Role:
- Promote Brook Street UK's reputation as a respected independent financial advice firm in Belfast.
- Develop strong relationships with high-net-worth clients, providing bespoke financial solutions.
- Maintain up-to-date knowledge of financial products, trusts, corporate planning, and pension transfers.
Key Requirements:
- FCA guidelines and company processes must be adhered to at all times.
Salary and Benefits:
- A competitive salary based on skills and experience: estimated £60,000 - £80,000 per annum.
- Discretionary bonus scheme.
- Contributory pension scheme.
What We Offer:
- A dynamic work environment with opportunities for professional growth.
- The chance to work with a reputable independent financial advice firm in Belfast.
Requirements and Qualifications:
- 8+ years of paraplanning experience, with Level 6 qualification preferred.
- Demonstrable expertise in working with high-net-worth clients.
- Extensive knowledge of trusts, corporate planning, estate planning, and pension transfers.
Bonus Eligibility:
- Eligible for a discretionary bonus scheme.
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