Senior Wealth Management Advisor

4 days ago


Belfast, United Kingdom Brook Street Full time

Independent Financial Advice Firm Seeks Skilled Professional

Brook Street Recruitment is working with a respected independent financial advice firm in Belfast to find an experienced Financial Advisor / Senior Paraplanner.

Job Summary:

  • Provide expert financial advice to private and corporate clients
  • Conduct research, prepare financial reports, and develop client relationships
  • Identify opportunities for business growth and development
  • Maintain knowledge of financial markets, products, and regulations

Candidate Requirements:

  • 8+ years' experience in paraplanning, Level 6 qualified
  • Demonstrable skills in working with high-net-worth clients
  • Knowledge of trusts, corporate, estate-planning, pension transfers
  • Strong analytic skills and deep understanding of financial products and regulations

Benefits:

  • Negotiable salary (approx. £60,000 - £80,000) based on skills and experience
  • Discretionary bonus scheme
  • Pension scheme


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