Financial Planning Specialist

3 days ago


Belfast, United Kingdom Brook Street UK Full time

About the Role



Brook Street UK is working on behalf of our client, a respected independent financial advice firm in Belfast. They are seeking an experienced Financial Advisor / Senior Paraplanner to join their team.



The successful candidate will provide high-quality, tailored financial advice to private and corporate clients, including conducting in-depth research, preparing detailed financial reports, and developing comprehensive financial plans that meet stringent quality and compliance requirements.




  • Provide compliant financial advice to private and corporate clients
  • Conduct in-depth research and prepare detailed financial reports
  • Develop comprehensive financial plans


Requirements

To succeed in this role, you will have demonstrable skills in working with high-net-worth clients, as well as knowledge of trusts, corporate, estate-planning, and pension transfers. Additionally, you will need extensive experience in paraplanning, strong analytic skills, and a deep understanding of financial products and regulations.



Benefits

This is a great opportunity for someone looking to work in a fast-paced environment with a discretionary bonus and a pension scheme available.



Estimated Salary: £40,000 - £60,000 per annum depending on experience



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