Job Description
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 of paraplanning experience - 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 your 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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