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 and can be disclosed upon 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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