- An understanding of the financial planning process with at 3 years relevant industry experience
- Experience in writing detailed and analytic suitability reports
- The ability to carry out complex analysis around Pensions, Investments & Life products
- Fantastic salary and company benefits package on offer with a fantastic working environment.
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Senior Paraplanner
5 days ago
Brook Street UK BELFAST, United Kingdom Full timeBrook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team. · The Senior Paraplanner will work closely and support a team of fin ...
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Trainee Ifa
1 week ago
MB Fitzgerald Belfast, United Kingdom**Trainee Financial Planner - Belfast - Salary £35-40K - Great Benefits package and Bonus structure** · Mbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit a Trainee Financial Adviser. The client has an excellent r ...
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Paraplanner
1 week ago
Brook Street UK Belfast, United Kingdom Full timeOur client a prestigious Financial Services firm in Belfast are looking for a Paraplanner to join their private client team. · Responsibilities · Providing effective technical support conducting whole of market research and compiling suitability reports · You will provide full ...
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Financial Planning Administrator
3 days ago
MB Fitzgerald Belfast, United Kingdom**Financial Planning Administrator - Belfast - National Wealth Management Organisation - Exceptional remuneration package** · MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced Financial Planning Administrator for thei ...
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Financial Planning Administrator
1 day ago
MB Fitzgerald Belfast, United Kingdom**Financial Planning Administrator - Belfast - National Wealth Management Organisation - Exceptional remuneration package** · MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced Financial Planning Administrator for thei ...
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Ifa Administrator
3 days ago
MB Fitzgerald Belfast, United Kingdom**IFA Administrator - Belfast - National Organisation - Exceptional benefits package** · MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced IFA Administrator for their team in Belfast. The company are a very well known ...
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Paraplanner
1 week ago
Brook Street UK Belfast, United Kingdom Full timeBrook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Paraplanner for their Belfast based team · The Paraplanner hired will work closely and support a team of financial ad ...
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Financial Services Administrator
1 day ago
Tenet Belfast, United KingdomSalary: £22,000 to £25,000 dependent on experience · Location: Greater Belfast area · Full-time role · The continued growth and success of a long established, reputable, firm has brought about a fantastic opportunity for an experienced financial services administrator to join a t ...
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1825 Belfast, United KingdomJob Description · - Job Description · - abrdn plc is one of the world's largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the ...
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Client Support Administrator
5 days ago
abrdn Belfast, United KingdomJob Description · abrdn plc is one of the world's largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients a ...
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abrdn Belfast, United KingdomJob Description · - Job Description · - abrdn plc is one of the world's largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the ...
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Mortgage & Protection Administrator
5 days ago
MLR Careers Bangor, United Kingdom**Mortgage & Protection Administrator** · **Circa £30,000** · My client is the Mortgage & Protection subsidiary of a UK Wealth Management firm. MLR Careers is supporting them in the recruitment of an additional experienced **Mortgage & Protection Administrator.** · This role offe ...
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Senior Paraplanner
1 day ago
Brook Street Recruitment Belfast, United KingdomBrook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team. The Senior Paraplanner will work closely and support a team of finan ...
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Paraplanner
1 week ago
CMB Recruitment Belfast, United KingdomPARAPLANNER CMB Recruitment are delighted to be working with a leading Financial Services firm based in Belfast, seeking an experienced and qualified Paraplanner. This is an excellent company with strong growth plans and a pleasant working environment and presents a superb opport ...
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Senior Paraplanner
1 week ago
Brook Street Belfast, United KingdomBrook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team. · The Senior Paraplanner will work closely and support a team of fi ...
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Bartholomew & James (FS) Ltd Belfast, United KingdomJob Description · Bartholomew & James (FS) Ltd – Independent Financial Advisers · B&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clie ...
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Bartholomew & James (FS) Ltd Belfast, United KingdomJob Description Bartholomew & James (FS) Ltd – Independent Financial Advisers · B&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clien ...
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Financial Adviser
6 days ago
Accent Financial Planning Limited Craigavon, United KingdomFinancial Adviser An ambitious and dynamic firm is seeking to hire an experienced Independent Financial Adviser to join their growing team. Working closely with senior leadership to help grow the business and retain an existing client base. Clients are at the heart of our service ...
Financial Paraplanner - Belfast, United Kingdom - Brook Street
Description
Our client a prestigious Financial Services firm in Belfast are looking for a Paraplanner to join their private client team.
You will provide full paraplanning support to the financial advisers and will work closely with our advisers and support teams to research, analyse and compile Financial Planning reports.
Have obtained or working towards Level 4 Diploma in Financial PlanningThis is a great opportunity to join a leading financial planning firm with the potential to grow and advance in your career.