Financial Planning Specialist

3 days ago


Belfast, United Kingdom Brook Street Full time

About the Role: Brook Street seeks an experienced Financial Advisor/Senior Paraplanner to provide compliant financial advice to clients and develop long-term relationships.

Key Responsibilities:

  • Deliver tailored financial advice to private and corporate clients, including high-net-worth individuals.
  • Conduct thorough research and prepare detailed financial reports.
  • Develop direct and referred sources of new business through excellent relationship-building skills.
  • Maintain stringent quality and compliance standards in line with FCA guidelines.

Requirements:

  • At least 8 years of paraplanning experience, preferably with a Level 6 qualification.
  • Demonstrable expertise in working with high-net-worth clients, trusts, corporate, estate-planning, and pension transfers.
  • Strong analytical skills and ability to think critically.

Benefits Package:

  • A salary based on skills and experience, ranging from £60,000 to £100,000 per annum.
  • A discretionary bonus structure for exceptional performance.
  • An attractive pension scheme to support long-term financial security.


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