Financial Advisor / Senior Paraplanner

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 Salary will be dependent on the successful candidate's skills and experience- can be disclosed on application Discretionary bonus Pension 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.
Skills: Financial Advisor Wealth Management Level 4 Qualified Sales Experience