Senior Financial Planning Consultant
2 weeks ago
Brook Street Recruitment is working on behalf of our client, a leading independent financial advice firm in Belfast. They are seeking an experienced Financial Advisor/Senior Paraplanner to join their team.
">About the RoleThe ideal candidate will have 8+ years of experience in paraplanning and be Level 6 qualified. Key responsibilities include providing tailored financial advice to private and corporate clients, conducting research, and developing comprehensive financial plans.
Requirements- 8+ years of experience in paraplanning with Level 6 qualification
- Demonstrable skills in working with high-net-worth clients
- Knowledgeable in trusts, corporate, estate-planning, pension transfers
A competitive salary (dependent on skills and experience) and a discretionary bonus. Additionally, you will have access to a pension scheme. If you're interested in this opportunity, please send your CV via the apply link.
Company OverviewOur client is a well-respected independent financial advice firm with a growing reputation in the industry. They value excellent customer service and strive for quality and compliance.
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