Job Description

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

The client has a great job opportunity for an experienced Senior 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 Requirements of the Role

Must have Level 6 Diploma or working towards it
Being able to juggle priorities, attend occasional client meetings and produce complex suitability reports
5+ years of experience in financial advisory and financial planning work
Proven track record of meeting annual sales targets
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

Please send CV via the apply link