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Senior Financial Advisor

  • Location:

    Belfast, County Antrim

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum

  • Contact:

    Colleen

  • Contact email:

    [email protected]

  • Job ref:

    BEL/299606_1649661012

  • Published:

    3 months 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

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