Senior Wealth Management Advisor
4 days ago
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
-
Wealth and Investment Regulatory Advisor
4 weeks ago
Belfast, United Kingdom fscom Full timeWe 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,...
-
Wealth Management Paraplanner
2 days ago
Belfast, United Kingdom Austin Fraser Full timeAustin Fraser is delighted to be working with a renowned Wealth Management firm in Belfast, seeking an experienced Paraplanner to join their team. As a Paraplanner, you will play a key role in driving business growth and delivering exceptional client experiences.Your key responsibilities will include:Developing and implementing effective investment...
-
Financial Administrator
6 months ago
Belfast, United Kingdom Sphere Recruitment Specialists Full time**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...
-
Wealth Management Support Specialist
4 weeks ago
Belfast, United Kingdom Abacus Professional Recruitment Full timeAbout 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...
-
Expert Wealth Management Advisor
4 days ago
Belfast, United Kingdom Brook Street UK Careers Full timeCareer Opportunity for Experienced AdvisorsWe are looking for an exceptional Financial Advisor / Senior Paraplanner to join our client's dynamic team in Belfast. The successful candidate will have a proven track record of delivering high-quality financial advice and building strong client relationships.Provide expert financial guidance to clientsConduct...
-
Wealth Management Support Specialist
6 days ago
Belfast, United Kingdom Brook Street Recruitment Full timeJob 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...
-
Financial Advisor
2 months ago
Belfast, United Kingdom Brook Street Recruitment Full timeBrook 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...
-
Financial Advisor
4 weeks ago
Belfast, United Kingdom Brook Street Recruitment Full timeBrook 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...
-
Financial Advisor
6 days ago
Belfast, United Kingdom Brook Street Recruitment Full timeBrook 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...
-
Wealth Management Consultant
12 hours ago
Belfast, United Kingdom Brook Street Recruitment Full timeWealth Management ConsultantWe are seeking an experienced Wealth Management Consultant to join our client's team in Belfast. As a key member of the financial services firm, you will be responsible for providing comprehensive financial planning services to high-net-worth individuals and corporate clients.About the Role:The successful candidate will have...
-
Wealth Management Professional
7 days ago
Belfast, United Kingdom Brook Street Recruitment Full timeParaplanner 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...
-
Retirement Wealth Administrator
4 weeks ago
Belfast, United Kingdom HUB Group (part of Just Group PLC) Full timeJoin 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...
-
Wealth Management Specialist
7 days ago
Belfast, United Kingdom Brook Street Recruitment Full timeJoin Brook Street Recruitment and our client, a leading independent financial advice firm in Belfast, as we seek an experienced Financial Advisor/Senior Paraplanner to join their team.About the JobThe successful candidate will have a strong background in paraplanning, with 8+ years of experience and Level 6 qualification. Key responsibilities include...
-
Wealth Management Professional
4 days ago
Belfast, United Kingdom Brook Street Recruitment Full timeA reputable financial advice firm in Belfast has a vacancy for an experienced Financial Advisor / Senior Paraplanner. The role involves providing compliant tailored financial advice to private and corporate clients. Key responsibilities include conducting in-depth research, preparing detailed financial reports, and developing long-term client...
-
Wealth Management Specialist
4 weeks ago
Belfast, United Kingdom MCS Group Full timeAbout the RoleMCS Group is working with a leading Wealth Management & Financial Planning firm to find a skilled Paraplanner for their Belfast office. This is an excellent opportunity for a qualified Level 4 Paraplanner looking to take their career to the next level.Key ResponsibilitiesThe successful candidate will process new business on relevant platforms,...
-
Wealth Planning Professional
4 weeks ago
Belfast, United Kingdom mbf Full timeDiscover 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...
-
Wealth Management Professional
4 weeks ago
Belfast, United Kingdom MCS Group Full timeMCS 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...
-
Senior Risk Advisor
3 weeks ago
Belfast, United Kingdom Clanmil Housing Full timeAbout the PositionClanmil Housing Association is seeking a talented Senior Risk Advisor to join our team in Belfast. This is an exciting opportunity for a qualified professional to make a difference in corporate governance and risk management.The successful candidate will have 3-5 years of experience in risk management, with a degree in a relevant field....
-
Wealth Management Associate
4 days ago
Belfast, United Kingdom Brook Street Full timeBrook 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...
-
Wealth Management Professional
4 days ago
Belfast, United Kingdom MCS Group Full timeJoin 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...