Financial Planning Specialist
3 days ago
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
-
Financial Planning Specialist
1 week ago
Belfast, United Kingdom Artemis Human Capital Full timeArtemis Human CapitalJob Title: Financial Planning SpecialistLocation: Belfast-based insurance companyEstimated Salary: £45,000 - £55,000 per annum.**Company Overview:**A leading Belfast-based insurance company is seeking a skilled Financial Planning Specialist to join their team. As a key member of the finance department, you will play a vital role in...
-
Financial Planning Specialist
2 weeks ago
Belfast, United Kingdom NFU Mutual Full timeAbout the RoleWe are seeking a skilled Financial Planning Specialist to join our team in Northern Ireland. As a key member of our agency network, you will provide holistic financial planning advice to existing customers and develop relationships with local agencies.The ideal candidate will have a strong understanding of the UK financial services regulatory...
-
Financial Planning Specialist
2 days ago
Belfast, United Kingdom Artemis Human Capital Full timeJob Title: Financial Planning SpecialistAt Artemis Human Capital, we are seeking a skilled Financial Planning Specialist to join our team in Belfast. This is a fantastic opportunity for a qualified accountant to take on a key role within our established finance function.About the Role:This position will involve preparing monthly management accounts, ensuring...
-
Senior Financial Planning Specialist
1 month ago
Belfast, United Kingdom Brook Street UK Full timeFinancial Services OpportunityBrook Street Recruitment is working on behalf of our client, a reputable financial advice firm with an excellent industry reputation. They are seeking an experienced Senior Financial Planning Specialist to join their team.Provide tailored, compliant financial advice to private and corporate clients.Work closely with the...
-
Senior Financial Planning Manager
1 week ago
Belfast, United Kingdom HAYS Specialist Recruitment Full timeJob SummaryWe are seeking a highly skilled Commercial Finance Manager to join our client's team. As a key member of the business partnering team, you will play a crucial role in driving strategic and financial processes, such as annual budgeting and cost efficiency initiatives. You will be responsible for creating forecasts, aligning them with business...
-
Senior Financial Planning Specialist
1 week ago
Belfast, United Kingdom Brook Street UK Full timeBrook Street UK is collaborating with a reputable and expanding financial services company to identify an experienced Senior Financial Planning Specialist. The ideal candidate will have excellent knowledge of compliant financial planning practices and be able to provide tailored advice to private and corporate clients.About the RoleThis is an exciting...
-
Strategic Financial Planning Specialist
2 weeks ago
Belfast, United Kingdom Evelyn Partners Full timeJoin Evelyn Partners as a Strategic Financial Planning SpecialistWe are seeking an experienced Strategic Financial Planning Specialist to join our team in London. This is a fantastic opportunity for a motivated and results-driven professional to take their career to the next level.About the RoleThis role will involve working with clients to provide tailored...
-
Financial Support Specialist
1 week ago
Belfast, United Kingdom REED Specialist Recruitment Full timeFinancial Support SpecialistWe are seeking a Financial Support Specialist to join our team in Belfast. This is a permanent, full-time position offering a competitive salary and a range of benefits.The successful candidate will have previous experience in an accounts role and a strong understanding of financial software systems, particularly Sage 200.Key...
-
Financial Planning and Analysis Specialist
3 days ago
Belfast, United Kingdom Reward Full timeJob Title: Financial Planning and Analysis SpecialistWe are looking for a skilled FP&A professional to join our team at Reward, where you will play a key role in supporting the financial planning and analysis functions within the company. As an FP&A Analyst, you will be responsible for ensuring the financial health of the business through comprehensive...
-
Financial Reporting Specialist
1 week ago
Belfast, United Kingdom HAYS Specialist Recruitment Full timeEstablished in East Belfast, our client is a reputable business with a diverse portfolio and strong market presence.This role offers an excellent opportunity for professional growth and development within the company.As Financial Reporting Specialist, you will report directly to the Financial Controller, who previously held this position, and be responsible...
-
Senior Financial Planning Specialist
3 weeks ago
Belfast, United Kingdom VanRath Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at VanRath. As a key member of our finance department, you will be responsible for preparing monthly management accounts and providing high-quality financial reporting to the business.About YouFully qualified accountant (ACA, CIMA, ACCA or equivalent) with strong...
-
Financial Planning Specialist
3 weeks ago
Belfast, United Kingdom Abacus Professional Recruitment Full timeJob Opportunity: Financial Planning SpecialistLocation: BelfastA competitive salary and generous benefits package are being offered for a skilled Financial Planning Specialist to join our expanding team in brand-new, modern offices near the city centre.Key Responsibilities:Prepare accurate and compliant suitability reports and letters within target...
-
Financial Business Support Specialist
1 week ago
Belfast, United Kingdom HAYS Specialist Recruitment Full time**About the Role:** We are looking for a skilled Financial Business Support Specialist to join our team. The successful candidate will work closely with the finance team to ensure accurate financial data and perform various administrative tasks.Key responsibilities include:Data entry across financial and administrative systemsPreparing basic account...
-
Belfast, United Kingdom Rewardinsight Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planning and Analysis Specialist to join our team at Rewardinsight. This is an exciting opportunity for a motivated individual to utilize their analytical skills and experience in financial planning and analysis to drive business growth and success.The successful candidate will be responsible for...
-
Financial Reporting Specialist
3 weeks ago
Belfast, United Kingdom HAYS Specialist Recruitment Full timeAbout the RoleWe are seeking a highly skilled Financial Reporting Specialist to join our client in Belfast. This is a fantastic opportunity for a newly qualified accountant or someone looking to transition into industry, with a competitive salary of up to £42,000 per annum.Key ResponsibilitiesAssist in preparing monthly and year-end financial statements,...
-
Lead Financial Planning Analyst
3 weeks ago
Belfast, United Kingdom HAYS Specialist Recruitment Full timeAbout Our ClientYour new company is a long-established business with a diverse operation and a strong reputation as a market leader in East Belfast.We can offer progression and development opportunities within the organization, with a focus on recruiting internally. This business provides a nice working environment for the right candidate.About the RoleAs...
-
Financial Planning Specialist
3 weeks ago
Belfast, United Kingdom Brook Street Recruitment Full timeFinancial Services Role SummaryBrook Street Recruitment is currently seeking a highly skilled Paraplanner to support our Financial Services client in Belfast. This exciting opportunity is perfect for a motivated individual with a strong background in financial planning.Key Responsibilities:Prepare accurate and compliant suitability reports and letters...
-
Chief Financial and Governance Officer
1 week ago
Belfast, United Kingdom HAYS Specialist Recruitment Full timeWe are currently seeking a highly skilled and experienced Senior Finance Manager to join our team. This is a fantastic opportunity for a motivated and driven individual to take on a leadership role in financial planning, budgeting, and governance. About the Company:We are a leading recruitment agency, specializing in temporary and permanent staffing...
-
Financial Director
1 week ago
Belfast, United Kingdom HAYS Specialist Recruitment Full timeAccounting Expertise SoughtWe are seeking a seasoned Financial Controller to lead the finance function and drive business growth in our dynamic organization. Based in Belfast, this role offers a competitive salary of £55,000 - £65,000 per annum.About the RoleAs a key member of our senior management team, you will be responsible for developing and...
-
Chief Financial Officer
1 week ago
Belfast, United Kingdom HAYS Specialist Recruitment Full timeAbout the RoleWe are seeking a highly skilled Financial Director to join our team at Hays Specialist Recruitment Limited. As a key member of our organization, you will play a vital role in managing our clients' financial services, including finance, IT, HR, facilities, reporting, and governance.