Brook Street UK is collaborating with a reputable and expanding financial services company to identify an experienced Senior Financial Planning Specialist. The ideal candidate will have excellent knowledge of compliant financial planning practices and be able to provide tailored advice to private and corporate clients.
About the Role
This is an exciting opportunity for a skilled professional to join a well-established independent financial advice firm in Belfast, contributing to their continued growth and success.
* The successful candidate will work closely with the senior management team to develop and maintain strong relationships with existing clients.
Key Responsibilities
As a Senior Financial Planning Specialist, your primary duties will include:
* Developing and implementing comprehensive financial plans that meet the unique needs of individual and corporate clients.
* Providing expert guidance on investment opportunities, retirement planning, and wealth management strategies.
* Collaborating with cross-functional teams to ensure seamless delivery of financial services.
Requirements
To excel in this role, you should possess:
* A proven track record of providing high-quality financial advice and guidance.
* Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
* Strong analytical and problem-solving skills, with the capacity to navigate complex financial scenarios.
What We Offer
In return for your expertise and dedication, we offer a competitive salary package, including:
* An estimated annual salary of £50,000 - £60,000, based on industry standards and location.
* A dynamic and supportive work environment, with opportunities for career growth and development.
* A comprehensive benefits package, including health insurance, pension scheme, and paid time off.
Join Our Collaborative Team