Independent Wealth Advisor
4 weeks ago
- Provide compliant financial advice to high-net-worth clients
- Develop detailed financial reports and plans
- Build direct and referred sources of new business
- Meet quality and compliance standards
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Independent Financial Advisor
2 weeks ago
Belfast, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£90,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Belfast| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...
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Independent Wealth Manager
3 weeks 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 Advisor
3 weeks 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 Advisor
2 weeks ago
Belfast, United Kingdom JohnstonGreer Ltd Full timeAt 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...
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Wealth Management Specialist
6 days ago
Belfast, United Kingdom MCS Group | Your Specialist Recruitment Consultancy Full timeAbout the Opportunity:MCS Group is partnering with a top-tier wealth management and financial planning firm to recruit for a talented Financial Advisor. This is a fantastic chance for an employed or self-employed advisor to take charge of a large client portfolio and drive growth at one of the UK's leading financial advisory firms.The ideal candidate will...
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Wealth Management Paraplanner
3 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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Wealth Management Advisor
3 weeks 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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Financial Administrator
7 months ago
Belfast, United Kingdom Sphere Recruitment Specialists Full time**Financial Services Administrator (Wealth Management)** Overview: We are in search of a meticulous and dedicated Financial Services Administrator to fortify our esteemed wealth management team. This role involves comprehensive administrative support to ensure seamless operations in handling new and existing business, client transactions, compliance, and...
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Wealth Management Support Specialist
3 weeks ago
Belfast, United Kingdom Brook Street Recruitment Full timeParaplanner Role in Wealth ManagementBrook Street Recruitment is delighted to be working with a leading Wealth Management firm in Belfast who are seeking a Paraplanner to contribute to company strategy, goals, and objectives. The successful candidate will maximise business development opportunities within the financial services market and ensure the right...
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Wealth Management Associate
1 week ago
Belfast, United Kingdom Brook Street Full timeJob Title:Wealth Management AssociateCompany Overview:Brook Street Recruitment has partnered with a renowned Wealth Management firm in Belfast to find a talented Paraplanner. This opportunity offers a chance to contribute to the company's strategy and goals.Salary:The selected candidate can expect a salary ranging from £30,000 to £35,000 per annum,...
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Senior Wealth Management Advisor
3 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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Aab Wealth Graduate
7 months ago
Belfast, United Kingdom AAB Full timeVACANCY NUMBER - VN430 EMPLOYMENT TYPE - Permanent LOCATION - Belfast JOB DETAILS **_ Do you want to become a Wealth Graduate?_** - AAB Wealth is looking for the next generation of graduates to join our growing Belfast team. _ - AAB Wealth is one of the leading independent financial planning firms in the UK. Our mission is to provide our clients with...
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Wealth Management Support Professional
5 days ago
Belfast, United Kingdom Additional Resources Full timeWe are a leading accountancy firm seeking a skilled Paraplanner to join our Wealth Management team. In this role, you will be responsible for providing expert guidance on mortgages, pensions, and investments, utilizing the Quilter Platform.The successful candidate will have at least 3 years' experience in a similar role, supporting Independent Financial...
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Wealth Management Support Specialist
4 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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Senior Advisor
5 days ago
Belfast, United Kingdom Brook Street Full timeAn exciting opportunity has arisen for a senior paraplanner and financial advisor to join a respected independent financial advice firm based in Belfast.About the OpportunityThe firm requires an experienced professional to work closely with high-net-worth clients, providing expert financial planning services, conducting thorough research, and preparing...
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Wealth Management Consultant
3 weeks ago
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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Financial Advisor
2 weeks ago
Belfast, United Kingdom Mcs Group Full timeMCS is partnering with an excelling Wealth Management & Financial Planning firm which have a strong presence in NI, to recruit for a skilled Financial Advisor for their Belfast office - to join at a crucial time in the firm's growth, supporting their 1000+ clients.Full paraplanning and administration is provided for you too!Would you like a client bank to...
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Personal Finance Advisor
5 days ago
Belfast, United Kingdom MCS Group | Your Specialist Recruitment Consultancy Full timeRole Overview:MCS Group is delighted to partner with a reputable wealth management and financial planning firm to recruit for an experienced Financial Advisor. As a key member of the Belfast office team, you will play a vital role in supporting the firm's growth and delivering exceptional service to over 1000 clients.This is an exciting opportunity for a...
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Financial Advisor
3 months ago
Belfast, United Kingdom Brook Street Recruitment Full timeBrook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry. They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team. Duties Provide compliant...
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Financial Advisor
1 month ago
Belfast, United Kingdom Brook Street Recruitment Full timeBrook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team.Duties Provide compliant...