Financial Planning Advisor

Brook Street (UK) Limited is delighted to be recruiting a Financial Advisor for Belfast client The client has a great job opportunity for an experienced Financial Advisor to join their team. Duties Conducting in-depth reviews of clients' financial circumstances Talking to clients about current provision and future aims Provide financial planning support...

Brook Street (UK) Limited is delighted to be recruiting a Senior Financial Advisor for Belfast client The client has a great job opportunity for an experienced Senior Financial Advisor to join their team. Duties Conducting in-depth reviews of clients' financial circumstances Talking to clients about current provision and future aims Provide financial...

As a Customer Service Advisor, you will play a crucial role in ensuring our customers have a positive experience with our products/services. You will be responsible for addressing customer inquiries, resolving issues, and providing support to enhance overall customer satisfaction. **Responsibilities**: - Respond to customer inquiries and resolve issues in...

**Financial Planning Support Role**MCS Group is seeking a highly skilled Senior Financial Planning Specialist to join their team in Belfast. As a Senior Financial Planning Specialist, you will play a critical role in supporting financial advisors by preparing detailed financial reports, conducting in-depth research, and developing comprehensive financial...

Brook Street Recruitment is partnering with a prominent Belfast-based financial advice firm to fill a key role within their team. The organization is renowned for its excellence in the industry and seeks an accomplished Financial Advisor/Senior Paraplanner to contribute to their growth. Key responsibilities include providing tailored financial advice to...

Financial Planning OpportunityBrook Street Recruitment is working with a reputable financial advice firm in Belfast to find an experienced Financial Advisor / Senior Paraplanner. The ideal candidate will provide tailored financial advice to private and corporate clients, conducting in-depth research and preparing detailed financial reports. Key...

Exciting Opportunity in Financial PlanningMCS Group is delighted to be recruiting for a leading global Wealth Management firm, who are expanding their financial planning team by adding a Financial Planning Assistant to their Belfast offices.About the RoleThis is a fantastic opportunity to join a highly renowned business at a time of exciting growth. As a...

About the RoleNFU Mutual is seeking a skilled Financial Advisor to join our team in Northern Ireland. As a Financial Advisor, you will be responsible for providing holistic financial planning advice to existing customers, partnering with local agencies, and developing strong customer relationships.Key ResponsibilitiesDelivering regulated financial advice to...

About the RoleNFU Mutual is seeking a skilled Financial Advisor to join our team in Northern Ireland. As a Financial Advisor, you will be responsible for providing holistic financial planning advice to existing customers, partnering with local agencies, and developing strong customer relationships.Key ResponsibilitiesDelivering regulated financial advice to...

Company OverviewBrook Street UK is a reputable organization dedicated to providing high-quality services to our clients.Job SummaryWe are seeking a skilled Financial Advisor to join our team. The successful candidate will provide tailored financial advice to private and corporate clients, utilizing industry knowledge to deliver exceptional services.Key...

Exciting Opportunity at a Growing Financial Advice FirmBrook Street Recruitment is working with a reputable independent financial advice firm in Belfast to find an experienced Financial Advisor / Senior Paraplanner to join their team.Key Responsibilities:Provide compliant tailored financial advice to private and corporate clientsConduct in-depth research and...

Financial Advisor OpportunityBrook Street Recruitment is working on behalf of our client, a reputable financial advice firm, to find an experienced Financial Advisor or Senior Paraplanner to join their team.Key Responsibilities:Provide tailored financial advice to private and corporate clientsConduct in-depth research and prepare detailed financial...

At Brook Street Recruitment, we are proud to work with our esteemed client in Belfast to find a skilled Financial Advisor / Senior Paraplanner to join their team at a well-respected independent financial advice firm.Company Overview:Brook Street NMR is acting as an Employment Agency in relation to this vacancy, supporting our client in finding the right...

Financial Advisor OpportunityBrook Street Recruitment is working on behalf of our client, a reputable financial advice firm, to find an experienced Financial Advisor / Senior Paraplanner.Key Responsibilities:Provide tailored financial advice to private and corporate clients.Conduct in-depth research and prepare detailed financial reports.Develop long-term...

Brook Street Recruitment is working on behalf of our client, a reputable financial advice firm in Belfast, to fill an exciting role within their team.Key Responsibilities:• Provide tailored financial advice to private and corporate clients.• Assist in the development and implementation of financial plans.• Collaborate with cross-functional teams to...

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

Brook 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...

**About us** Switch Advisor Consultants is a small business in Belfast. We are professional, customer-centric and bold. Our work environment includes: - Modern office setting - Casual work attire - On-the-job training - Safe work environment - Company perks **Responsibilities**: - Answer customer inquiries in a timely and professional manner. - Resolve...

Artemis Human Capital are delighted to be working with a dynamic financial services organisation based in Belfast, who due to continued growth & success are expanding their team. This role offers the successful applicant a fantastic remuneration package & unrivalled scope for career development. For this role, you will be an experienced paraplanning...

Brook 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. Provide compliant tailored...