Senior Financial Consultant
3 days ago
Job Description: As a Financial Advisor/Senior Paraplanner at Brook Street, you'll be responsible for providing expert financial advice to clients, developing new business opportunities, and maintaining the highest standards of quality and compliance.
Your Key Responsibilities:
- To deliver tailored financial advice to private and corporate clients, taking into account their individual needs and goals.
- To conduct thorough research and prepare detailed financial reports, ensuring that all data is accurate and up-to-date.
- To develop direct and referred sources of new business, building strong relationships with clients and partners alike.
Requirements and Qualifications:
- 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, with a keen eye for detail.
Compensation and Benefits:
- 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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