Wealth Management Specialist

Brook Street Recruitment is delighted to be working with our Belfast client who are an established Wealth Management firm. We are seeking a skilled Paraplanner to join their team to contribute to company strategy, goals, and objectives by maximising business development opportunities within the financial services market.Job DescriptionThe successful...

About the PositionWe are seeking an experienced Paraplanner to join our Wealth Planning team. As a Paraplanner, you will be responsible for providing administrative support to our Wealth Planners, including preparing suitability letters, conducting cash flow modeling, and managing client cases.Responsibilities and Requirements- 2+ years of experience as a...

We are looking for a Retirement Wealth Solutions Professional to join our team as a Customer Support Specialist in Savings. The successful candidate will have experience in the financial services industry, particularly in retirement wealth solutions, and will possess excellent communication and interpersonal skills.The key responsibilities of this role...

**Financial Services Administrator (Wealth Management)** Overview: We are in search of a meticulous and dedicated Financial Services Administrator to fortify our esteemed wealth management team. This role involves comprehensive administrative support to ensure seamless operations in handling new and existing business, client transactions, compliance, and...

Paraplanner Role - Join Our Client's TeamBelfast-based Wealth Management firm seeks Paraplanner to contribute to company strategy and goals. As a Paraplanner, you will play a crucial role in delivering exceptional client service and supporting the Financial Advisers in their work. This is an excellent opportunity to develop your skills and knowledge in...

Join Our Team:We are seeking a highly skilled and dedicated Financial Services Specialist to join our team at HUB Group, part of Just Group PLC. As a key member of our team, you will play a crucial role in providing exceptional customer support and administrative services to our clients.About the Job:This exciting opportunity is for a Savings Specialist who...

Job Title: Financial Services Professional Location: Belfast Job Type: Full-time About the Company: Our client, a leading Wealth Management firm, is seeking an experienced Paraplanner to join their Belfast-based team. The successful candidate will play a vital role in contributing to company strategy and objectives, driving business growth and ensuring...

MCS Group is delighted to be partnering with a respected Wealth Management firm in Greater Belfast to recruit for a skilled Paraplanner to complement their growth plans. The ideal candidate will have a passion for financial planning and client service, with strong technical skills and excellent communication abilities.This exciting opportunity offers:A...

Join Our Team as a Wealth ManagerWe are seeking an experienced Lvl 4 professional to fill this challenging role. The ideal candidate will have strong technical skills, excellent communication abilities, and a keen eye for detail.Responsibilities:Process client data, ensuring accuracy and efficiency.Prepare and submit paperwork for client cases.Work closely...

About the RoleWe are looking for an experienced Paraplanner to work with private clients on a full range of financial advice, including investments, protection, tax, and retirement planning. The successful candidate will have excellent technical knowledge and communication skills, with the ability to produce high-quality reports and provide expert research...

We are seeking a highly motivated Wealth and Investment Regulatory Advisor to join our team at fscom in Belfast or London. As a key member of our Compliance team, you will be responsible for providing regulatory advice and services to our growing Wealth and Investment Management client base.The ideal candidate will have 5+ years of experience in Compliance,...

About UsWe are a leading Wealth Management firm based in Belfast, seeking an experienced Pensions Paraplanner to join our team.The ideal candidate will have excellent communication skills and the ability to present complex information in a clear and concise manner.Job DescriptionThis role involves working closely with the team to achieve business objectives...

**Overview of Citi**: Citi is a world-leading global bank. We have approximately 200 million customer accounts and a presence in more than 160 countries and jurisdictions worldwide. We provide consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and...

We are seeking a highly skilled Asset Management Specialist to join our team at fscom in Belfast or London. As an Asset Manager, you will be responsible for delivering regulatory advice and services to our growing Wealth and Investment Management client base.The ideal candidate will have 5+ years of experience in Compliance, preferably in a wealth or...

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...

Discover a unique opportunity to excel in our Wealth Planning team, based in Belfast. As a skilled Paraplanner, you will provide critical technical and planning support to deliver exceptional financial planning services to high-net-worth clients with complex needs.About the RoleDraft and deliver comprehensive suitability reports, ensuring seamless...

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...

Hays Specialist Recruitment Limited is delighted to present a permanent opportunity for a skilled cost management specialist to join a reputable main contractor in Northern Ireland. This role involves overseeing the cost management of various projects, including maintenance frameworks and refurbishment works. The successful candidate will report directly to...

Key Responsibilities">Provide expert personal tax advice and planning to high-net-worth individuals and their families.Lead and manage client engagements, overseeing the preparation and review of personal tax returns and associated compliance filings.Develop and nurture strong client relationships, acting as a trusted advisor and building long-term...

Job Description: We are seeking an experienced Contract Management Specialist to join our team at Parr Facilities Management. The successful candidate will have a strong background in mechanical contracting and will be responsible for overseeing the entire contract process.This is a full-time permanent position that requires the ability to travel...