Financial Advisor

Belfast, Antrim
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Brook Street Recruitment is working with our Belfast client to recruit a new full time Financial Advisor to join an expanding team

Duties

Provide ongoing review and report service to new clients and existing clients.
Deliver high quality financial planning advice to current and prospective clients in a manner that fulfils their needs and in so doing maximises the likelihood of revenue and profit contribution to the Practice.
Help clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.
Create a relationship between the Practice and its clients that delivers long term mutual value and benefit.
Build the profile of the Practice as the financial planning service provider of choice to its target
Build the profile of the Practice as the financial planning service provider of choice to its target marketCriteria

Qualified to Diploma level - Min level 4
Hold appropriate Statement of Professional Standing
At least 3 year's experience as a financial adviser
Demonstrate the ability to meet production targets
Demonstrate the technical ability to advise on a wide range of financial planning solutions
Expert at Networking & CommunicationDetails

Full client bank available including high net worth clients
Salary £50-£70 depending on experience
Bonus and attractive benefits package.

Please send the CV to Colleen Farquharson via the apply link

Brook Street NMR is acting as an Employment Agency in relation to this vacancy

Job Info
CV-Library logo
Job Title:
Financial Advisor
Company:
CV-Library
Location:
Belfast, Antrim
Salary:
Competitive
Posted:
Mar 10th 2025
Closes:
Apr 10th 2025
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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