Strategic Financial Planning Specialist

1 day ago


Belfast, United Kingdom Brook Street UK Full time

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:
  1. Delivering high-quality, compliant financial solutions to meet the needs of clients
  2. Conducting thorough analyses to inform comprehensive financial plans
  3. Fostering strong relationships with clients to ensure their ongoing goals are met
  4. Generating new business opportunities through direct and referred sources
  5. 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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