Financial Advisor - #974794

Brook Street


Date: 2 weeks ago
City: Belfast
Contract type: Part time
Work schedule: Full day
Brook Street




  • Location:


    Belfast





  • Sector:





    Financial Services






  • Job type:


    Permanent






  • Salary:


    £40000 - £60000 per annum







  • Contact:


    Colleen






  • Contact email:


    ***************@brookstreet.co.uk







  • Job ref:


    BEL/303016_1707199421






  • Published:


    about 10 hours ago









  • Expiry date:


    7/03/2024






  • Startdate:


    ASAP







  • Job Description

    Brook Street (UK) Limited is delighted to be recruiting a Financial Advisor for Belfast client


    The client has a great job opportunity for an experienced Financial Advisor to join their team.


    Duties


    Conducting in-depth reviews of clients` financial circumstances
    Talking to clients about current provision and future aims
    Provide financial planning support to clients
    Analysing information and preparing plans best suited to clients requirements
    Researching information from various sources regarding financial products
    Reviewing and responding to clients changing needs and financial circumstances
    Promoting and selling financial products to meet given / negotiated sales targets
    Producing financial reports
    Prepare financial plans and check accuracy
    Maintain awareness of regulatory aspects of the role
    Keeping up to date with financial products and legislation


    Essential Criteria


    Diploma qualified - min 5 years experience
    Being able to juggle priorities, attend occasional client meetings and produce complex suitability reports
    Previous experience of working as a senior financial advisor
    Proven track record of meeting annual sales target
    High level of confidence and ability with sales and presentation skills
    Drive and motivation to deliver and exceed business targets
    Eagerness to learn and develop skills and knowledge continually
    Full driving licence and access to own transport.
    Salary will depend on background - negotiable


    Please send CV to Colleen Farquharson via the apply link



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