MCS is partnering with an excelling Wealth Management & Financial Planning firm which have a strong presence in NI, to recruit for a skilled Financial Advisor for their Belfast office – to join at a crucial time in the firm’s growth, supporting their 1000+ clients.
Full paraplanning and administration is provided for you too!
Would you like a client bank to engage with, work with and further develop?
This role can be either employed or self-employed!
This is a fantastic opportunity for an employed or self-employed Financial Advisor to take over and grow a large client portfolio at one of the UKs leading Financial Advisory firms. This company is committed to providing the very best possible service to their clients.
If you’re looking for a financial advice role with an exciting forward-thinking company, then this is the role for you! You’ll be providing financial advice solutions with an unlimited earnings potential!
Does this describe you?
• Self-motivated, efficient, thorough and forward thinking
• Professional, proactive, and a positive attitude with an ability to multi-task
• Self-organised and able to prioritise workload to meet agreed deadlines
• Highly customer focused, with analytic thinking and highly developed interpersonal skills
• A minimum of two years in regulated Financial Advice
Your role:
• Providing financial advice to clients on a range of financial planning solutions
• Utilising Cashflow to support your clients’ needs
• Actively seeking and identifying new financial planning opportunities with clients
• Enjoying building and maintaining business relationships with professional connections
• Ensuring a high-quality service, so that client needs are regularly reviewed and met
To speak in absolute confidence about this Financial Advisor opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group
Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs
Not all agencies are the same…MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.