08th August 2018

Wealth Advisor

Reference: NS14829

Location: Belfast Job Type: Permanent Salary: £45,000 - £55,000 Date Posted: 08/08/2018

WEALTH ADVISOR – Belfast

CLIENT

Abacus Professional Recruitment are pleased to be recruiting for an experienced Wealth Advisor on behalf of a global professional services firm. Our clients wealth management team work with some of the most affluent customers in the UK and due to an exciting period of growth are back on the market for a Wealth Advisor to work within their ambitious team.

ROLE AND RESPONSIBILITIES

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, pensions, 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

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

Experience within Pension Transfers will be advantageous.

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.

Great work life balance.

Exposure to some of the best clients on the market.

Commission earnings/bonus.

Competitive pension contribution.

CONTACT

Nicky Strutt – nicky@abacus.jobs

Please submit your application or call the specialist Abacus consultant 0044 (0) 28 9031 3157 for a confidential career discussion.

Did you know? Abacus are Northern Irelands only rate Recruiter with 4.7 Stars for customer satisfaction on independent review site Feefo.

If you know someone who is returning/re-locating to NI then tell them about www.belfastforlife.com it has all the information that they will need.

Nicky Strutt

Nicky Strutt

Senior Financial Services & Insurance Recruitment Consultant

028 9099 8048

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