Financial Services Professional

21 hours ago


Belfast, United Kingdom Brook Street UK Full time

Brook Street Recruitment is a leading provider of recruitment services, working with clients across various industries to find top talent. Our current client, a well-respected independent financial advice firm in Belfast, is seeking an experienced Financial Advisor/Senior Paraplanner to join their team.

Job Description:
  • Provide tailored financial advice to private and corporate clients, ensuring compliance with FCA guidelines and company processes.
  • Conduct in-depth research, preparing detailed financial reports and developing comprehensive financial plans.
  • Develop long-term client relationships, identifying opportunities for growth and ensuring ongoing needs are met.
  • Meet stringent quality and compliance requirements, maintaining the highest standards of professionalism.

Salary: Salary will be dependent on the successful candidate's skills and experience, competitive and negotiable based on qualifications and performance.

Required Skills and Qualifications:

  • 8+ years of paraplanning experience, with Level 6 qualification or higher.
  • Demonstrable skills in working with high-net-worth clients, knowledgeable in trusts, corporate, estate-planning, and pension transfers.
  • Extensive experience in paraplanning, strong analytic skills, and a deep understanding of financial products and regulations.

Benefits:

  • Discretionary bonus structure, providing opportunities for additional income.
  • Pension scheme, contributing to long-term financial security.


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