Financial Planner Specialist

3 weeks ago


Belfast, United Kingdom Brook Street Recruitment Full time

Brook Street Recruitment is working with a leading Financial Services company in Belfast to find an experienced Paraplanner. This exciting opportunity involves preparing accurate and compliant suitability reports and letters within tight deadlines.

Key Responsibilities:
  • Collate and interpret client information to contribute to the formulation of suitable strategies to meet client objectives
  • Production of compliant and detailed client suitability reports and presentations
  • Manage client queries, ensuring accurate and thorough responses

The ideal candidate will have a Level 4 qualification and at least 4 years' experience in financial planning products. They should also possess excellent knowledge of retail investment, savings, pension, and protection products.

A competitive salary, dependent on skills and experience, will be offered to the successful candidate. A discretionary bonus and pension scheme are also available.



  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Your new company New opportunity for a Planner to be based in a Belfast office. A Planner is required by a Belfast-based specialist construction contractor. Working across multiple projects, your new company specialises in the Facades sector and requires a full-time permanent Planner. With a considerable head count across multiple countries, this employer is...


  • Belfast, United Kingdom Artemis Human Capital Full time

    **The Job** Working closely with the firm’s senior leadership & wider team, you will be involved across the following: - Shadowing one of the firm’s senior financial planners in order to train and develop your skill set, with the hope of becoming a capable financial planner. - Overseeing a portfolio of existing company clients, ensuring they are...

  • Transport Planner

    3 weeks ago


    Belfast, United Kingdom Hays Specialist Recruitment Full time

    Your new company This highly successful haulage company has an opportunity for a Transport Planner to join their team.Hrs 8-6 Mon- Fri no weekends Based around the greater Belfast Area Your new role You will be route planning across NI Liaising with customers ensuring deadlines are met Use of I.T system Ensuring compliance What you'll need to succeed...

  • Transport Planner

    3 weeks ago


    Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Your new company This highly successful haulage company has an opportunity for a Transport Planner to join their team. Hrs 8-6 Mon- Fri no weekends Based around the greater Belfast Area Your new role You will be route planning across NI Liaising with customers ensuring deadlines are met Use of I.T system Ensuring compliance What you'll need to succeed...


  • Belfast, United Kingdom Artemis Human Capital Full time

    **The Job** Working closely with the firm’s senior leadership & wider team, you will be involved across the following: - Shadowing one of the firm’s senior financial planners in order to train and develop your skill set, with the hope of becoming a capable financial planner - Overseeing a portfolio of existing company clients, ensuring they are...

  • Planner

    1 month ago


    Belfast, United Kingdom Hays Specialist Recruitment Full time

    Your new company Hays Belfast are proud to be representing an award-winning family run contractor in their search for an experienced Planner.With 40 years of experience in the industry and a combined experienced team across multiple sectors of construction, your new employer are a diverse company, providing solutions for public and private sectors and have...

  • Construction Planner

    1 month ago


    Belfast, United Kingdom Crescent Specialist Recruitment - Csr Ni Ltd Full time

    Construction Planner A new position exists for a Construction Planner with a Tier One Building & Civil Engineering contractor based in NI.Responsibilities Reporting to the Head of Planning, the Senior Planner has responsibility for the development and monitoring of programme solutions.These solutions will include developing: tender submissions, construction...


  • Belfast, United Kingdom Artemis Human Capital Full time

    Artemis Human Capital is seeking a highly skilled Executive Financial Planner to join our corporate finance practice. The successful candidate will be responsible for financial and commercial appraisal, business planning, and project management, with a focus on building sustainable client relationships.The role offers a competitive salary of £70k - £90k...


  • Belfast, United Kingdom REED Specialist Recruitment Full time

    Job Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at REED Specialist Recruitment. The successful candidate will be responsible for providing financial planning and budgeting expertise to clients in the public sector.The ideal candidate will have successfully passed the final professional...


  • Belfast, United Kingdom REED Specialist Recruitment Full time

    **Job Title:** Financial Management SpecialistA leading non-profit organisation based in Belfast is seeking an experienced Financial Management Specialist to join their team on a full-time, permanent basis.The successful candidate will be part of a finance team supporting the Head of Finance in the efficient and effective delivery of strong financial...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job OverviewWe are seeking a highly skilled Financial Management Specialist to join our team in Belfast. This is a temporary contract with the possibility of extension.As a Financial Management Specialist, you will be responsible for managing grants, budget, and quarterly payments. You will also enhance financial reporting, ensure procurement value, develop...


  • Belfast, United Kingdom REED Specialist Recruitment Full time

    Job Title: Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Reed Specialist Recruitment. As a key member of our finance team, you will be responsible for leading and managing all financial operations within the organisation.Job Description:Oversee and lead the end-to-end procurement process,...


  • Belfast, United Kingdom REED Specialist Recruitment Full time

    **Job Title:** Financial Planning SpecialistCompany Overview: REED Finance is delighted to be partnered with a large Public Sector organisation based in Belfast, in the appointment of a permanent Staff Officer Accountant. This is a permanent and full-time role, which offers flexible working, an enhanced pension, and hybrid working can be considered.Salary:...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job Title: Financial Management SpecialistWe are seeking a highly skilled Financial Management Specialist to join our team in the Greater Belfast area. In this pivotal role, you will report directly to the Financial Controller, taking charge of the company's financial management and playing a key role in the smooth operation of the office.Key...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job Title: Senior Financial Operations SpecialistWe are seeking a highly skilled Senior Financial Operations Specialist to join our team at Hays Specialist Recruitment.Key Responsibilities:Manage financial operations, including budgeting, forecasting, and reporting.Assist in leading procurement activities, ensuring effective management of procurement...


  • Belfast, United Kingdom REED Specialist Recruitment Full time

    Job Title: Financial Management SpecialistDescription:We are seeking a highly skilled Financial Management Specialist to join our team. In this pivotal role, you will be responsible for overseeing and managing all financial operations within the organisation, ensuring efficient, compliant, and cost-effective use of public funds.Key Responsibilities:Lead in...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job Summary:We are seeking a highly skilled Financial Operations Specialist to join our team in Hillborough, County Down. The successful candidate will play a crucial role in supporting the accounting and finance functions within various businesses and organizations.In this role, you will work closely with accountants to ensure the smooth handling of...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job SummaryWe are seeking an experienced Corporate Finance Manager to join our dynamic team at Hays Specialist Recruitment Limited. The ideal candidate will have a strong background in corporate finance, including financial planning, analysis, and reporting.Key Responsibilities:Develop and implement financial strategies to support business growth and...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    Job Summary: We are seeking a skilled Financial Management Specialist to join our team in Belfast. The successful candidate will be responsible for overseeing daily purchase order and invoice processes, as well as other financial transactions. They will also support the management team with financial forecasting and budgeting.As Finance & Office Manager, you...


  • Belfast, United Kingdom HAYS Specialist Recruitment Full time

    We are working with a leading global financial institution to recruit an experienced Financial Services Specialist to join their Futures and Derivatives team in Belfast. The ideal candidate will have at least 3-5 years of experience in a similar role and possess in-depth knowledge of Futures and Options products and the Clearing industry.Key...