Financial Advisor / Senior Paraplanner

Brook Street UK • Antrim, NIR, United Kingdom • 2d ago

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 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