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Brook Street Recruitment | Financial Advisor / Senior Paraplanner, United Kingdom
Client:
Brook Street Recruitment
Location:
United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
6
Posted:
21.01.2025
Expiry Date:
07.03.2025
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:
1. Provide compliant tailored financial advice to private and corporate clients.
2. Conduct in-depth research.
3. Prepare detailed financial reports.
4. Develop long-term client relationships to ensure ongoing needs are met and goals achieved.
5. Develop direct and referred sources of new business.
6. Meet stringent quality and compliance requirements.
7. Ensure all activities comply with FCA guidelines and company processes.
8. Develop comprehensive financial plans.
Criteria / Qualifications:
1. 8+ years of experience in paraplanning - Level 6 qualified.
2. Demonstrable skills in working with high-net-worth clients.
3. Knowledgeable in trusts, corporate estate planning, and pension transfers.
4. Extensive experience in paraplanning with strong analytic skills and a deep understanding of financial products and regulations.
5. Will consider Level 4 qualified candidates with significant experience (6 years plus).
Details of Role:
Salary will be dependent on the successful candidate's skills and experience - can be disclosed on application. Discretionary bonus and pension scheme available.
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.
Skills:
1. Financial Advisor
2. Wealth Management
3. Level 4 Qualified
4. Sales Experience
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