Back to search
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.
