Financial Advisor

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 market

Criteria

• 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 & Communication

Details

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.