Financial Advisor - Employed

REF: 904081_1593696929

02/07/2020
  • Position: Permanent
  • Salary: £50000 to £60000
  • Location: Greater Belfast

MCS are proud to be partnering with a successful financial planning company who are seeking to bring an experienced Financial Advisor on board to help with a warm book of clients.

The Client

With a wealth of experience specialising in advice, retirement planning, inheritance tax planning and simply reducing costs, my client is now in a excellent position to bring in another advisor to help with the heavy workload. Flexible working, excellent team culture and a real emphasis on development this is a great opportunity to further your career within financial advice.

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.

The key areas of responsibility will be:

  • Develop business relationships with existing and new clients by providing appropriate advice and support.
  • Help manage and service a warm book of clients.
  • Develop new business opportunities within the NI market as well as promoting additional services to existing clients.
  • Help with Paraplanning duties.
  • Ensure that all processes are adhered to and systems used in according to company policy.
  • Ensure all agreed service level agreements with clients are met.

Desirable Criteria

  • Fully Qualified Financial Advisor
  • At least 3 years' relevant and current industry experience
  • Ability to demonstrate and prove a consistent record of quality client servicing, sales achievement and business growth

The Offer

  • Generous base salary
  • Excellent bonus and commission structure
  • Flexible working
  • Pension plan

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.