Senior Financial Advisor
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Location:
Belfast
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Sector:
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Job type:
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Salary:
Negotiable
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Contact:
Colleen
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Contact email:
colleen.farquharson@brookstreet.co.uk
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Job ref:
BEL/297988_1619693341
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Published:
about 3 years ago
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Expiry date:
10/06/2021
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Startdate:
June 2020
Job Description
Brook Street (UK) Limited is delighted to be recruiting a Senior Financial Advisor for Belfast client
The client very reputable firm based in Belfast who has been in operation over 10 years and they have a great job opportunity in Belfast for an experienced senior financial advisor to join the team. They are terrific company with a large emphasis on staff development.
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
* Diploma Level Qualified
* 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 link
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