Strategic Financial Planning Specialist
1 day ago
Brook Street UK is currently seeking a highly skilled and experienced Financial Advisor/Senior Paraplanner to join their team in Belfast. This exciting opportunity has arisen within a growing independent financial advice firm, renowned for its excellent reputation within the industry.
- The ideal candidate will be responsible for providing tailored financial advice to private and corporate clients, conducting research, preparing detailed financial reports, and developing long-term client relationships.
- Key duties include:
- Delivering high-quality, compliant financial solutions to meet the needs of clients
- Conducting thorough analyses to inform comprehensive financial plans
- Fostering strong relationships with clients to ensure their ongoing goals are met
- Generating new business opportunities through direct and referred sources
- Maintaining stringent quality and compliance standards
Requirements:
- A minimum of 8 years' experience in paraplanning, with Level 6 qualification
- Demonstrable expertise in working with high-net-worth clients
- In-depth knowledge of trusts, corporate, estate-planning, and pension transfers
- Strong analytical skills and a deep understanding of financial products and regulations
Benefits:
- Salary: £ [estimated salary] per annum, dependent on skills and experience
- Discretionary bonus scheme
- Pension scheme available
To apply, please submit your CV via the link provided.
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