Wealth Management Advisor
6 days ago
At JohnstonGreer Ltd, we are committed to providing exceptional financial advice to our private clients. We are seeking an experienced Wealth Management Advisor to join our team and work closely with clients on a full range of financial services, including investments, protection, tax, and retirement planning.
About the RoleThe successful candidate will be responsible for:
- Providing technical report writing and research support to clients
- Developing tailored financial solutions to meet client needs
With extensive experience in a similar role, you will possess excellent communication skills and be able to effectively communicate complex financial concepts to clients. A salary of £50,000 - £70,000 per annum, depending on experience, is available for this exciting opportunity.
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Wealth Management Advisor
1 week ago
Belfast, United Kingdom Brook Street UK Full timeAbout the Opportunity">We are excited to offer a challenging and rewarding role as a Financial Advisor / Senior Paraplanner with a well-established independent financial advice firm in Belfast.">Job Overview">In this role, you will be responsible for providing high-quality financial advice to private and corporate clients, ensuring compliance with regulatory...
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Wealth Management Paraplanner
2 weeks ago
Belfast, United Kingdom Austin Fraser Full timeAustin Fraser is delighted to be working with a renowned Wealth Management firm in Belfast, seeking an experienced Paraplanner to join their team. As a Paraplanner, you will play a key role in driving business growth and delivering exceptional client experiences.Your key responsibilities will include:Developing and implementing effective investment...
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Financial Administrator
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Wealth Management Support Specialist
1 week ago
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Wealth Management Consultant
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Belfast, United Kingdom MCS Group Full timeAbout the OpportunityThis exciting opportunity has arisen for a skilled Financial Advisor to join a reputable Wealth Management & Financial Planning firm in Belfast. As a key member of the team, you will play a vital role in supporting the growth and development of the business.Your Key ResponsibilitiesDevelop and implement tailored financial plans for...
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Wealth Management Support Specialist
2 weeks ago
Belfast, United Kingdom Brook Street Recruitment Full timeJob Title: Financial Services Professional Location: Belfast Job Type: Full-time About the Company: Our client, a leading Wealth Management firm, is seeking an experienced Paraplanner to join their Belfast-based team. The successful candidate will play a vital role in contributing to company strategy and objectives, driving business growth and ensuring...
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Independent Financial Advisor
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Independent Wealth Manager
1 week ago
Belfast, United Kingdom Brook Street Recruitment Full timeAn Exciting Opportunity AwaitsBrook Street Recruitment is proud to present an exceptional chance for a skilled Financial Advisor / Senior Paraplanner to join a reputable independent financial advice firm in Belfast. This role offers a unique blend of challenges and rewards, allowing the successful candidate to make a significant impact on the firm's...
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Wealth Management Professional
2 days ago
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Wealth Management Advisor
1 week ago
Belfast, United Kingdom Brook Street UK Full timeWe are seeking an experienced Financial Advisor/Senior Paraplanner to join our client's team in Belfast, working within a respected independent financial advice firm.As a senior professional, you will contribute to the development and delivery of financial planning and advice services to clients, ensuring exceptional results.About the Firm:Our client is a...
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Wealth Management Consultant
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Wealth Management Advisor
1 week ago
Belfast, United Kingdom Brook Street UK Full timeWe are currently working with a reputable financial advice firm in Belfast, looking for an experienced Financial Advisor/Senior Paraplanner to join their team.About the Role:As a key member of the team, you will provide expert financial advice to private and corporate clients, leveraging your knowledge of financial products and regulations.You will conduct...
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Expert Wealth Management Advisor
2 weeks ago
Belfast, United Kingdom Brook Street UK Careers Full timeCareer Opportunity for Experienced AdvisorsWe are looking for an exceptional Financial Advisor / Senior Paraplanner to join our client's dynamic team in Belfast. The successful candidate will have a proven track record of delivering high-quality financial advice and building strong client relationships.Provide expert financial guidance to clientsConduct...
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Wealth Management Professional
2 weeks ago
Belfast, United Kingdom Brook Street Recruitment Full timeParaplanner Role - Join Our Client's TeamBelfast-based Wealth Management firm seeks Paraplanner to contribute to company strategy and goals. As a Paraplanner, you will play a crucial role in delivering exceptional client service and supporting the Financial Advisers in their work. This is an excellent opportunity to develop your skills and knowledge in...
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Wealth Management Associate
4 days ago
Belfast, United Kingdom Brook Street Recruitment Full timeJob Title: Wealth Management AssociateLocation: BelfastSalary Range: £35,000 - £50,000 per annumAbout the Company:We are a leading recruitment agency specialising in Financial Services roles. We have an exciting opportunity for a Wealth Management Associate to join our team in Belfast.Main Responsibilities:Prepare accurate and compliant suitability reports...
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Senior Wealth Management Advisor
2 weeks ago
Belfast, United Kingdom Brook Street Full timeIndependent Financial Advice Firm Seeks Skilled ProfessionalBrook Street Recruitment is working with a respected independent financial advice firm in Belfast to find an experienced Financial Advisor / Senior Paraplanner.Job Summary:Provide expert financial advice to private and corporate clientsConduct research, prepare financial reports, and develop client...
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Wealth Management Paraplanner
4 days ago
Belfast, United Kingdom Brook Street UK Full timeWe are delighted to be partnering with a leading Wealth Management firm in Belfast on this exciting opportunity. As a skilled Paraplanner, you will work closely with the senior team to develop strategies for driving business growth and delivering exceptional results for clients.About the FirmThe company has a long history of delivering high-quality solutions...
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Wealth Management Associate
1 week ago
Belfast, United Kingdom Brook Street Recruitment Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team in Belfast. As a key member of our wealth management team, you will play a critical role in creating compliant suitability reports for clients. This exciting opportunity offers a range of benefits, including a competitive salary of £35,000 to £45,000 per annum, dependent on experience, as...
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Wealth Management Professional
2 weeks ago
Belfast, United Kingdom MCS Group Full timeJoin Our Team as a Wealth ManagerWe are seeking an experienced Lvl 4 professional to fill this challenging role. The ideal candidate will have strong technical skills, excellent communication abilities, and a keen eye for detail.Responsibilities:Process client data, ensuring accuracy and efficiency.Prepare and submit paperwork for client cases.Work closely...
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Wealth Management Associate
2 weeks ago
Belfast, United Kingdom Brook Street Full timeBrook Street Recruitment is delighted to be working with our Belfast client who are an established Wealth Management firm. We are seeking a skilled Paraplanner to join their team to contribute to company strategy, goals, and objectives by maximising business development opportunities within the financial services market.Job DescriptionThe successful...