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 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 clientsConducting 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 businessMeet stringent quality and compliance requirementsEnsure all activities comply with FCA guidelines and company processesDeveloping comprehensive financial plans.

Criteria / Qualifications

8 + year's experience in paraplanning experience - Level 6 qualifiedDemonstrable skills in working with high-net-worth clientsKnowledgeable in trusts, corporate, estate-planning, pension transfersExtensive 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

Salary will be dependent on the successful candidate's skills and experience- can be disclosed on applicationDiscretionary bonusPension 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.