client manager paraplanner jobs in Finaghy

I'm partnering with an Organization in a massive expansion phase looking for an experienced Client Relationship Manager / Account Manager with a strong MSP background to manage and grow their existing client base while expanding their footprint across Northern Ireland. In Year 1, the focus will be on nurturing existing clients, strengthening relationships, and driving retention, alongside...

The Client Our client is a boutique firm offering a consistently high level of personal service. This gives both private and corporate clients confidence that their financial affairs are handled with the highest degree of competence and efficiency. Our client has recently expanded and moved to new premises near the city centre. They have an excellent team and offer a friendly and supportive...

Are you an experienced Paraplanner who enjoys producing high-quality, technically robust work and being a trusted partner to advisers? If you're looking for a role where your expertise is genuinely valued - not just a back-office function - this could be your next move. Brook Street Recruitment is working on behalf of a well-established and highly regarded Financial Services firm based in...

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Financial Services client located in Belfast. The client provides a comprehensive range of financial planning and investment management services for their clients in Northern Ireland. They value their employees as much as their clients and they are committed to embracing diversity in all its forms recognising that the...

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered Responsibilities - Provide Administration support to the Financial Advisors - Organising client files for meetings,...

Significant demand exists in the local market for tax professionals at all levels. Choosing which firm to commit your future to is a big decision. Our client has recently seen additional investment and expansion, as a result they enter the local market determined to add more best-in-class professionals to their long-serving and supportive team. This role, which could be appointed at Manager or...

You will help manage the work allocation across the wider group

You will help (and lead) projects and initiatives that impact the wider group

You will participate in internal/external Audits and Quality checks

You will ensure that the team works efficiently towards meeting all targets and that management protocols for the team are held (e.g. regular team meetings, 1:1s, performance reviews etc)

ABOUT WF RISK GROUP Our Group is an award-winning, independent, family-owned, and run, and has been operating for over 45 years. It encompasses Willis Insurance & Risk Management, Kennett Insurance Brokers Ireland DAC and Arden Insurance Brokers We provide services including Insurance, Risk Management and Health & Safety Consultancy, Employment Services and HR Consultancy, Employee Benefits,...

You will work closely with senior stakeholders to deliver planning-led solutions for high-value individuals and family groups, with a particular emphasis on inheritance tax planning, owner-managed businesses, and family trust structures.

Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

You will manage a portfolio of clients, advise on UK R&D tax incentives, and lead a team. The ideal candidate holds a relevant qualification and possesses strong project management and communication skills. Benefits include flexible working, private medical cover, and opportunities for volunteering.

Paralegal / Solicitor Private Client & Conveyancing,Lisburn, £Neg Competitive / Commensurate with experience Overview Our client is a well-established and progressive law firm based in Lisburn, currently seeking a capable and motivated Paralegal or Solicitor to join their growing team on a full-time basis. This is an excellent opportunity to join a supportive practice with a strong focus on...

Private Client Tax Associate Director At Grant Thornton Advisors (NI), we have a growing Tax Team consisting of over 70 Tax specialists with deep industry, sector and technical knowledge. We are seeking to recruit a talented, driven Associate Director to join our Private Client Tax team in Belfast to build on our continuing momentum and take advantage of significant opportunities that lie...

You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.

A financial services client in Belfast is seeking an experienced Paraplanner. This role involves compiling pre-meeting information, providing tailored solutions to meet client objectives, and ensuring all documentation is in compliance. The ideal candidate will have a minimum of 3 years of para-planning experience, a strong understanding of financial products, and excellent communication skills....

Job Description I'm partnering with an Organization in a massive expansion phase looking for an experienced Client Relationship Manager / Account Manager with a strong MSP background to manage and grow their existing client base while expanding their footprint across Northern Ireland. In Year 1, the focus will be on nurturing existing clients, strengthening relationships, and driving retention,...

Brook Street Recruitment is working on behalf of our Belfast client who are seeking a confident, proactive, and detail-oriented Client Acquisition Analyst to join their Belfast team. This role sits at the heart of the enquiry and on boarding process. You'll be the first point of contact for new prospects, responsible for pre-screening, due diligence, and preparing high-quality cases for review...

I'm partnering with an Organization in a massive expansion phase looking for an experienced Client Relationship Manager / Account Manager with a strong MSP background to manage and grow their existing client base while expanding their footprint across Northern Ireland. In Year 1, the focus will be on nurturing existing clients, strengthening relationships, and driving retention, alongside...

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered...