Senior Financial Consultant
4 weeks ago
Brook Street Recruitment is proud to present an exciting opportunity within a renowned independent financial advice firm in Belfast. As a highly respected player in the industry, they are seeking an experienced Senior Financial Consultant to join their team.
About the Role:
The ideal candidate will be responsible for providing tailored financial advice to private and corporate clients, conducting in-depth research, and preparing detailed financial reports. They will also develop long-term client relationships, ensuring ongoing needs are met, and goals achieved. Additionally, they will identify direct and referred sources of new business, meeting stringent quality and compliance requirements while adhering to FCA guidelines and company processes.
Key Responsibilities:
- Providing compliant financial advice to clients
- Conducting research and preparing financial reports
- Developing client relationships and identifying new business opportunities
- Maintaining compliance with FCA regulations and company procedures
Requirements:
- 8+ years of experience in paraplanning or a related field
- Level 6 qualification or higher
- Demonstrable skills in working with high-net-worth clients
- Knowledge of trusts, corporate, estate-planning, pension transfers, and other relevant areas
What We Offer:
- A competitive salary dependent on experience (£60,000 - £80,000)
- A discretionary bonus structure
- A comprehensive pension scheme
For this exceptional opportunity, please submit your CV via the application link. Brook Street Recruitment is acting as an Employment Agency in relation to this vacancy.
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