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Chartered Consultant - Private Clients Level 6

  • Location:

    Belfast, County Antrim

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £55000 - £65000 per annum

  • Contact:


  • Contact email:

  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Startdate:


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


  • 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


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