Brook Street (UK) Limited is delighted to be recruiting a Financial Advisor/Wealth Manager for our Belfast client to join their expanding team.
Duties:
1. Conducting in-depth reviews of clients' financial circumstances
2. Talking to clients about current provision and future aims
3. Providing financial planning support to clients
4. Analysing information and preparing plans best suited to clients' requirements
5. Researching information from various sources regarding financial products
6. Reviewing and responding to clients' changing needs and financial circumstances
7. Promoting and selling financial products to meet given/negotiated sales targets
8. Preparing financial plans and checking accuracy
9. Maintaining awareness of regulatory aspects of the role
10. Keeping up to date with financial products and legislation
11. Diploma qualified - Min Level 4 with a minimum of 5 years hands-on experience
12. Ability to juggle priorities, attend occasional client meetings, and produce complex suitability reports
13. Proven track record of meeting annual sales targets
14. High level of confidence and ability with sales and presentation skills
15. Drive and motivation to deliver and exceed business targets
16. Eagerness to learn and develop skills and knowledge continually
17. Full driving licence and access to own transport.
Salary will depend on background - £35,000 - £45,000 DOE.
Please send CV to Colleen Farquharson via the apply link.
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