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
1. Salary will be dependent on the successful candidate's...