Corporate Financial Services Advisor
2 days ago
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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