Senior Financial Advisor
-
Location:
Belfast
-
Sector:
-
Job type:
-
Salary:
£40000 - £50000 per annum
-
Contact:
Colleen
-
Contact email:
colleen.farquharson@brookstreet.co.uk
-
Job ref:
BEL/299606_1649661012
-
Published:
about 2 years ago
-
Expiry date:
23/05/2022
-
Startdate:
ASAP
Job Description
Brook Street (UK) Limited is delighted to be recruiting a Senior Financial Advisor for our Belfast client - this role would be suitable for an advisor at the top of their career or would suit an executive Paraplanner.
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
* Level 6 Diploma
* 10+ years of experience in financial advisory and financial planning work
* Previous experience of working as a senior financial advisor
* 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.
* Being able to juggle priorities, attend occasional client meetings and produce complex suitability reports
Please send CV via the link
Looking for a job? Register your CV now
Looking to recruit? Find the perfect hire
Want a career at Brook Street? Join our team