Financial Advisor - Online Platform

REF: 901393_1571243719

16/10/2019
  • Position: Permanent
  • Salary: £50000 to £60000
  • Location: Greater Belfast

The company

This unique opportunity will be helping create and promote a new tech financial service company throughout the UK. Partnering with an already existing professional and successful financial services company the successful person will help partner the new company and will have a leading role in bringing it forward.

The Role

The role will include building the company from the ground up, promoting it through online platforms and throughout the UK. You will help lead the company into offering a new and bespoke tech focused solution to their client base, using a platform designed for the new generation moving away from the traditional financial advice offered.

As the client base grows, you will work with your clients on a remote basis to offer guidance and advice on product choices and how to get the most out of the platform itself. This will involve regular meetings over Skype, web-chat and email and will require the successful advisor to stay up to date, not only with financial product knowledge but also with any technological advancements with the platform itself.

Desirable Criteria

  • Level 4 qualified
  • Comfortable working on numerous tech platforms (Social media, Skype, Apps)
  • Ability to demonstrate and prove a consistent record of quality client servicing, sales achievement and business growth
  • Good understanding of marketplace and industry and current private and client trends/changes/issues
  • Knowledge of the changes in the market and to products, legislation and regulation

The Offer

  • Market leading salary and excellent bonus structure
  • Equity options from the outset
  • Chance to build a business from the ground up
  • No need for a pre-existing customer base

All conversations will be treated in the strictest of confidence. I am keen to have an initial discussion with anyone who feels this could potentially be of interest.

Please contact Matthew Woods, Specialist Consultant at MCS Group on 028 9023 5456 or send an up to date CV via the link provided to speak further about this opportunity.