Knightsbridge Wealth Management, based in Belfast, Northern Ireland, is a boutique financial planning firm offering comprehensive wealth management services tailored to individual and corporate clients across the UK, guided by a research-driven investment philosophy. With a focus on providing personalised and ethical advice, Knightsbridge Wealth Management has built a reputation for delivering the highest level of service since its founding in 1996. The company’s team of experienced professionals specialises in areas such as pensions, investments, and financial planning, offering expert guidance that helps clients achieve their financial goals with peace of mind.
Role Description
This is a full-time role for a Paraplanner, based in Belfast, with flexibility for some remote work. We can also offer a 4 day week for the right candidate. The role will involve preparing client reports, developing and reviewing financial plans, and conducting research on investments and financial products.
There will also be the opportunity to become involved in the firm\'s investment committee and in house portfolios.
Candidates should be comfortable working collaboratively with the team while independently managing tasks and deadlines.
Qualifications
- Strong knowledge and experience in Financial Planning and Investments.
- Excellent Analytical Skills
- Effective Report Writing skills to produce detailed and accurate financial documents.
- Exceptional communication skills and a client-focused mindset
- Experience of cashflow modelling and fund performance analysis
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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Belfast, Northern Ireland, United Kingdom
Contact Details:
Knightsbridge Wealth Management Recruitment Team
