Corporate Financial Services Advisor

2 days ago


Belfast, United Kingdom Brook Street Recruitment Full time

Corporate Financial Services Advisor

We are seeking an experienced Corporate Financial Services Advisor to join our client's team in Belfast. As a key member of the financial services firm, you will be responsible for providing comprehensive financial planning services to high-net-worth individuals and corporate clients.

About the Role:

The successful candidate will have extensive experience in corporate finance, financial analysis, and financial planning. You will be responsible for conducting in-depth research, developing financial plans, and providing compliant tailored financial advice to clients.

Key Responsibilities:

  • Providing compliant tailored financial advice to private and corporate clients.
  • Conducting in-depth research and preparing detailed financial reports.
  • Developing long-term client relationships to ensure ongoing needs are met and goals achieved.
  • Meet stringent quality and compliance requirements.
  • Ensuring all activities comply with FCA guidelines and company processes.
  • Developing comprehensive financial plans.

Requirements:

  • A minimum of 8+ years' experience in paraplanning.
  • Level 6 qualification.
  • Strong analytical skills and knowledge of financial products and regulations.

Salary: $100,000 - $150,000 per annum.

Benefits:

  • Pension scheme.
  • Discretionary bonus.


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