Join to apply for the Financial Advisor role at Virtual Bridges
Brook Street Recruitment is working with our Belfast client to recruit a new full-time Financial Advisor to join an expanding team.
Duties
* Provide ongoing review and report service to new and existing clients.
* Deliver high quality financial planning advice to current and prospective clients in a manner that fulfills their needs and maximizes revenue and profit contribution to the Practice.
* Help clients accomplish financial objectives by assessing financial situations; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.
* Create a relationship between the Practice and its clients that delivers long-term mutual value and benefit.
* Build the profile of the Practice as the financial planning service provider of choice to its target market.
Criteria
* Qualified to Diploma level - Min level 4.
* Hold appropriate Statement of Professional Standing.
* At least 3 years' experience as a financial adviser.
* Demonstrate the ability to meet production targets.
* Demonstrate the technical ability to advise on a wide range of financial planning solutions.
* Expert at Networking & Communication.
Details
Full client bank available including high net worth clients.
Salary: £50-£70 depending on experience.
Bonus and attractive benefits package.
Please send your CV to Colleen Farquharson via the apply link.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Investment Advice
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