Financial Advisor / Senior Paraplanner

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 have 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
• Conducting in-depth research - Preparing detailed financial reports,
• Develop long-term client relationships, in order to ensure that their 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
• Developing comprehensive financial plans.

Criteria / Qualifications

• 8 + year's experience in paraplanning experience - Level 6 qualified
• Demonstrable skills in working with high-net-worth clients
• Knowledgeable in trusts, corporate, estate-planning, pension transfers
• Extensive experience in paraplanning, strong analytic skills, and a deep understanding of financial products and regulations.
• Will look at 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.