Job Description

Brook Street (UK) Limited is delighted to be working on behalf of our Belfast client to recruit an experienced Chartered Consultant on behalf of a well-established financial services firm.

Our client having been in operation for a numbers of years are continually growing and they are now keen to add to their team.

The Chartered Consultant would be responsible for providing a first-class advisory and support service to clients and develop business relationships

Responsibilities:

• To provide a first-class advisory and support service to existing clients and to develop new business relationships
• Identify areas of development and address by appropriate targeted CPD activities
• Client meeting as part of business development
• Operate within all FCA Rules and regulations at all times
• Provide technically accurate and compliant answers to queries
• Maintain product and market awareness and remain compliant with all legislative & procedural changes
• Maintain productive and respective internal relationships
• Proactive ownership of all areas of responsibility
  

Essential Criteria:

• Level 6 Dip PFS
• Current SPS
• 5 year's relevant industry experience
• Must have experience in pensions, investment and wealth management planning
• Demonstrate proven client record with quality servicing and sales achievements
• Extensive knowledge of marketplace and legislation/regulations is essential
  

There will be no need to bring clients to this role and you will have full administrative support

Please send CV via the apply link - you can also call the branch on 02890 881100 for a confidential chat with Colleen Farquharson