Senior Financial Planner (Share Options!)

MCS Group is delighted to be partnering with a new wealth management firm who are seeking to recruit a Financial Planner for their already successful team.

This role would suit an experienced IFA with over 5 years experience and a client bank, looking for a fantastic opportunity that offers flexibility and support to its advisers as well as shares in the company! This is a unique opportunity within the NI market, if you are at all interested please get in touch for a confidential chat.

The Role

• Reviewing and responding to Clients' changing needs and financial circumstances, keeping Clients up to date with new financial products, or changes to legislation that may affect their Clients.
• Developing and maintaining good Client relationships through Client meetings, and continuous feedback
• Conducting in-depth reviews of Clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing reports best suited to the individual Clients' requirements covering all areas of advice.
• Delivering accurate Management Information as requested.

The Person

• Level 4 diploma qualified
• 5+ years experience
• Clear demonstration of a client-centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients.
• Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with Clients.

The Return

• Highly competitive salary
• Company Shares Scheme
• Competitive Bonus scheme
• Remote Working
• 30 days AL + stats
• Laptop and Phone

To speak in absolute confidence about this opportunity please send an up to date CV via the link provided or contact Matthew Woods, Specialist Consultant at MCS Group

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