Financial Planning Specialist

3 weeks ago


Belfast, United Kingdom Brook Street UK Full time

Company Overview

Brook Street Recruitment is working on behalf of our client, a growing and well-respected independent financial advice firm with an excellent reputation within the industry.

Job Description:

  • The role involves providing compliant tailored financial advice to private and corporate clients.
  • The ideal candidate will have experience in financial planning and be able to provide expert guidance to clients on their financial goals and aspirations.

Required Skills and Qualifications

  • FCA-regulated qualification (e.g. Diploma in Financial Planning).
  • Strong knowledge of personal and corporate tax planning.
  • Excellent communication and interpersonal skills.

Benefits

  • Promising salary: £55,000 - £70,000 per annum, depending on experience.
  • Opportunity to work with a reputable financial advice firm.
  • Ongoing training and professional development opportunities.

Salary Information

The estimated annual salary for this position is between £55,000 and £70,000, depending on your level of experience. This represents a competitive salary within the industry and reflects the value we place on our employees' skills and expertise.



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