27th April 2017

Senior Financial Advisor (Team leader)

Reference: NS13234

Location: Belfast Job Type: Permanent Salary: £35000.00 Date Posted: 27/04/2017

SENIOR FINANCIAL ADVISOR (Team Leader)

CLIENT

Abacus Professional Recruitment are pleased to be recruiting for an experienced Senior Financial Advisor / team leader on behalf of a well-established Financial Planning Firm in their Belfast office. Our client has built valuable, lasting relationships with key stakeholders throughout the country, and specialise in providing bespoke wealth management solutions to a range of high net worth individuals. This firm is currently experiencing an exciting period of growth, and is affording an incredible opportunity for a talented professional to progress along with it.

ROLE AND RESPONSIBILITIES

The main responsibility of the role will be offering support to an already experienced team of Financial Advisors and ensuring that development, long term strategy and compliance is adhered to as well as offering Financial Advice to your own clients. You will develop further business by assisting in the acquisition of new schemes and provide high quality financial advice to an extensive and lucrative existing client bank.

Areas of advice will include general wealth management, investments, mortgages, and retirement solutions to name a few. You will also deliver an extremely high level of customer service and care to include managing and reviewing investment portfolios and assets.

REQUIREMENTS

Proven history of supporting a team of Financial Advisors.

At least 3 years’ experience providing wealth management, pension and investment advice to High Net Worth clients in a highly regulated environment.

Educated to Level 4/Diploma level, having completed the G60 or AF3 modules.

The ability to demonstrate a proven track record of business and relationship development.

The ability to develop, monitor and implement business plans to increase sales and to respond promptly and effectively to changes in the market.

SALARY / BENEFITS

Generous salary depending on experience.

Commission earnings/bonus.

Competitive pension contribution.

CONTACT

Nicky Strutt – nicky@abacus.jobs

Please submit your application or call the specialist consultant in Abacus Recruitment on 028 9031 3157 for a confidential career discussion or explore other jobs in Belfast, Northern Ireland, Dublin or London.

With 100 years’ experience in our team, Abacus is one of NI’s most established recruitment brands. We can advise on jobs, CVs, interviews and salaries across permanent, contract and temporary employment.

If you know someone who wants to move a career to NI, then tell them about www.abacus.jobs/belfastforlife or follow @AbacusJobs

Nicky Strutt

Nicky Strutt

Insurance Recruitment Consultant

02890313157

Agent’s Profile

Download the latest salary surveys

Download our latest Salary Surveys Download Surveys
Share this job
Send to Friend