Financial Adviser, Belfast

Recruiter
CleverHR
Location
Belfast
Posted
16 May 2018
Closes
18 Jun 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Financial Adviser
Belfast
circa £40,000 + excellent benefits

We have an excellent opportunity for a client facing Adviser to join one of the UKs leading Professional Services firms. It is not necessary that you bring any clients.
Based from the companies Belfast offices, you will be working for one of the countries most prestigious firms. Back office and administration support is provided.

Summary

We are looking for a professional, level 4 qualified Financial Planner who has the gravitas to deal with Directors and Partners, offering a full and thorough level of advice across the Financial Planning spectrum.
You will be responsible for managing your portfolio of clients, delivering a high level of service and maintaining excellent relationships.

Responsibilities

You will provide a high level of Financial Planning advice to senior directors and partners.
Demonstrate a high level of knowledge within pensions, investment and tax.
Build strong relationships with colleagues and business partners.

About You:

Hold the Diploma in Financial Planning (minimum).
At least 3 years in a client facing advisory role, with proven track record.
Excellent communications and a team player.
Self-motivated and able to take ownership.
Clean compliance background.
Car and UK driving licence.

The Salary and Benefits

A competitive basic salary, circa £40,000 - £45,00

A range of benefits including:
Pension Contribution (matched)
Life Assurance
Critical Illness
Personal Accident Assurance
Private Medical Scheme

Plus, a range of offers and discounts on additional benefits, from Mortgage Advice to Gym Membership.

This is a great opportunity to develop within a well-respected Wealth Management firm.

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