Wealth Planning Professional

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...

About the RoleAre you passionate about wealth planning and eager to work in a dynamic role that combines technical expertise, client engagement, and team collaboration?We are seeking a Paraplanner to join our Wealth Planning team, supporting high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role is integral to helping our Wealth Planners...

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...

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...

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...

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...

Job SummaryMCS Group is partnering with a leading Wealth Management & Financial Planning firm to recruit for a skilled Financial Advisor for their Belfast office. This role offers an exciting opportunity for an employed or self-employed professional to take over and grow a large client portfolio at one of the UK's leading Financial Advisory firms.The ideal...

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...

VACANCY NUMBER - VN430 EMPLOYMENT TYPE - Permanent LOCATION - Belfast JOB DETAILS **_ Do you want to become a Wealth Graduate?_** - AAB Wealth is looking for the next generation of graduates to join our growing Belfast team. _ - AAB Wealth is one of the leading independent financial planning firms in the UK. Our mission is to provide our clients with...

**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...

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...

Our client is a prestigious law firm in Belfast with a strong reputation for providing high-quality legal services in the area of planning and development. They are seeking a newly qualified planning solicitor to join our dynamic and growing team. If you are a talented and ambitious individual with a passion for planning law, this is an excellent opportunity...

Your Career OpportunityWe are seeking a skilled Paraplanner to join our Wealth Planning team, providing expert administrative support to our Wealth Planners. In this role, you will have the opportunity to work with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering comprehensive, client-focused financial solutions that meet complex...

About 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,...

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...

Job Summary:We are seeking an experienced Financial Planning Specialist to join our team at MCS Group in Belfast. This role presents a unique opportunity for a skilled professional to take over and grow a large client portfolio at one of the UK's leading Financial Advisory firms.The ideal candidate will possess a minimum of two years' experience in regulated...

Wealth Management Firm Seeks ParaplannerBrook Street Recruitment is pleased to be partnering with a well-established Wealth Management firm in Belfast. The client is seeking an experienced Paraplanner to join their team, contributing to the company's strategy, goals, and objectives by maximising business development opportunities within the financial...

Abacus are currently working a leading organisation within the energy sector to recruit a** Planning and Environment Officer.** **Key responsibilities and accountabilities** Day-to-day, here’s what your new role would look like: Co-ordination, preparation, submission, and advancement of planning compliance requirements. Managing stakeholder engagement...

We are seeking a highly skilled Tax Professional to join our client's team in Belfast. This exciting opportunity is ideal for an experienced professional with extensive UK tax knowledge in private wealth.About the RoleThe successful candidate will provide expert tax advisory services to private wealth clients, ensuring compliance with UK tax regulations....