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 has an excellent reputation within the industry.
They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team.
Duties
Provide compliant tailored financial advice to private and corporate clients. Conduct in-depth research and prepare detailed financial reports. Develop long-term client relationships to ensure ongoing needs are met and goals achieved. Develop direct and referred sources of new business. Meet stringent quality and compliance requirements. Ensure all activities comply with FCA guidelines and company processes. Develop comprehensive financial plans.
Criteria / Qualifications
8+ years' experience in paraplanning - Level 6 qualified. Demonstrable skills in working with high-net-worth clients. Knowledgeable in trusts, corporate estate planning, and pension transfers. Extensive experience in paraplanning, strong analytic skills, and a deep understanding of financial products and regulations. Will consider Level 4 qualified candidates with significant experience.
Details of Role
Salary will be dependent on the successful candidate's skills and experience - can be disclosed on application. Discretionary bonus. Pension scheme. Please send CV to Colleen Farquharson via the apply link.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team.
Duties
Provide compliant tailored financial advice to private and corporate clients. Conduct in-depth research and prepare detailed financial reports. Develop long-term client relationships to ensure ongoing needs are met and goals achieved. Develop direct and referred sources of new business. Meet stringent quality and compliance requirements. Ensure all activities comply with FCA guidelines and company processes. Develop comprehensive financial plans.
Criteria / Qualifications
8+ years' experience in paraplanning - Level 6 qualified. Demonstrable skills in working with high-net-worth clients. Knowledgeable in trusts, corporate estate planning, and pension transfers. Extensive experience in paraplanning, strong analytic skills, and a deep understanding of financial products and regulations. Will consider Level 4 qualified candidates with significant experience.
Details of Role
Salary will be dependent on the successful candidate's skills and experience - can be disclosed on application. Discretionary bonus. Pension scheme. Please send CV to Colleen Farquharson via the apply link.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
#J-18808-Ljbffr
