Financial Advisor

Financial Advisor - Belfast

MCS Group are looking for an experienced Financial Advisor to join a well-established, independent wealth management firm headquartered in Belfast.

The Company:

Our client is a well-established wealth manager based in Belfast. They provide a range of financial advice and wealth planning services to their extensive customer base across the UK - both individuals and businesses. Now is a fantastic time to be joining the firm as they look to consolidate a period of significant financial growth with the expertise of a skilled financial advisor.

The Rewards:

As the successful Financial Advisor, you will receive the following:

• Highly competitive salary and OTE
• Full back-office support provided
• Clear routes presented to internal progression
• Flexible/hybrid working options (3 days office/2 days home)
• Opportunity work for a highly reputable and growing business

The Role:

As the successful Financial Advisor you will effectively work with autonomy and report into company directors; will be responsible for the following:

• Preparation of sound financial plans to ensure clients meet their financial goals
• Advising clients on current financial issues and make recommendations
• Building strong relationships to retain existing clients
• Always strive to generate new business and build introducer relationships

The Person:

The successful Financial Advisor will meet the following criteria:

• Demonstrable experience in a financial advisor or planner position
• Chartered status
• Experienced in advising HNW clients
• Business-development minded
• Tech-savvy

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group on 028 9693 5531

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 www.mcsgroup.jobs

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