Strategic Financial Planner

3 weeks ago


Craigavon, United Kingdom Staffline Recruitment (NI) Ltd. Full time

Our client, a leading provider of financial services, is seeking an experienced Financial Services Manager to join their team. This role offers a unique opportunity to work with clients across various areas of finance, including financial planning, investments, and retirement planning. The successful candidate will have previous experience in a similar position and hold relevant industry qualifications.

Main Responsibilities:

  • Collaborate with senior leadership and the wider team to drive business growth.
  • Create and present high-quality financial plans and suitability reports.
  • Ensure compliance with regulatory standards and firm procedures.
  • Manage an established client portfolio while cultivating new relationships.
  • Provide business administration support and paraplanner assistance.

Requirements:

  • Strong stakeholder management skills.
  • Relevant industry qualifications/experience (CII Level 4 qualified - essential).
  • Previous experience in a similar role.
  • Ideal 5-10 years of relevant industry experience.
  • Strong IT skills (proficient in MS Office - Word, Excel, PowerPoint).
  • Full clean driving license.

Benefits:

  • Bonus scheme (£75,000 OTE).
  • Generous benefits package, including pension, life, and health insurance.
  • Hybrid working arrangement.
  • Supportive professional development opportunities.


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