Financial Advisor - Senior

REF: 902920_1596204774

31/07/2020
  • Position: Permanent
  • Salary: £70000 +
  • Location: Greater Belfast

MCS are proud to be partnering with a leading financial planning company who are seeking to recruit a Senior Financial Advisor for their Belfast based team.

The Client

Operating throughout the UK our client is a market leading Financial planning and advice organisation that specialises in investing, retirement planning, trusts, mortgages and business support.

This is a perfect opportunity for an experienced financial planner to take their career to the next level and progress into a director or senior manager within a top firm!

The Role

To provide a first-class advisory and support service to clients and develop business relationships. The right candidate will be customer focused with excellent communication skills, self organised and determined to achieve the highest of standards for their clients putting the customers experience before sales.

This is a unique opportunity as business development will be minimal. A warm book of clients will be available, although drive and determination is still essential.

The key areas of responsibility will be:

  • Develop business relationships with existing and new clients by providing appropriate advice and support
  • Develop new business opportunities within the NI market as well as promoting additional services to existing clients
  • Ensure that all processes are adhered to and systems used in according to company policy

Desirable Criteria

  • Fully Qualified
  • At least 5 years' relevant and current industry experience in a top firm
  • Ability to demonstrate and prove a consistent record of quality client servicing, sales achievement and business growth

The Offer

  • Market leading base salary of £70k+ Excellent bonus structure - (£110k+ OTE)
  • Health Scheme
  • Private Medical insurance
  • Pension plan
  • Generous Holiday entitlement
  • Flexible working

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: 028 9023 5456 or send an up to date CV via the link provided to speak further about this opportunity.