Financial Adviser

MCS Group; Northern Ireland; On-site; GBP 35,000 - 55,000; Full time

Job summary

A renowned independent financial advisory firm is looking for a skilled Financial Adviser in Northern Ireland. This full-time role offers the opportunity to manage an existing client portfolio and develop new business. The position comes with a generous salary structure and strong professional support, ideal for advisers at various experience levels.

Benefits

Generous salary structure

Full client bank provided

Administrative support

Career growth opportunities

Generous benefits package

Qualifications

• Minimum Level 4 Diploma in Financial Planning required.
• Ideally holds Competent Adviser Status (CAS).
• Professional, ethical, and personable approach.

Responsibilities

• Manage a portfolio of existing clients providing ongoing financial advice.
• Build new relationships and attract new business through networking.
• Maintain accurate and compliant client records.

Skills

Communication

Relationship-Building

Client Service

Education

Level 4 Diploma in Financial Planning (DipPFS or equivalent)

Job description

Financial Adviser

MCS Group is looking for a skilled Financial Adviser to join a growing, renowned independent financial advisory firm. This is a brand new, full-time permanent job opportunity.

This is a fantastic opportunity that could cater to an adviser either in the early stages of their career, or someone with several years' experience who is looking to join an established firm.

The Company:

Employed position - enjoy the stability of a salary and bonus structure

Full client bank provided - inherit long-standing, loyal clients from day one

Administrative & paraplanning support - focus on giving advice, not chasing paperwork

Work with a well-established practice that values personal service and professional development

The Rewards:

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

• Generous salary / total compensation

• Clearly outlined career growth
• Generous total benefits package

The Role:

• As the successful Financial Adviser, you will play a key role in:
• Manage a portfolio of existing clients with ongoing financial advice and reviews
• Build new relationships and attract new business through referrals and networking
• Provide holistic advice on business & personal financial solutions, savings & investments, mortgages
• Maintain accurate and compliant client records and reports
• Contribute to the practice's growth and reputation

The Person:

The successful Financial Adviser will meet the following criteria:

• Minimum Level 4 Diploma in Financial Planning (DipPFS or equivalent)
• Ideally CAS (Competent Adviser Status)
• Either currently advising or ready to step up into a client-facing advisory role
• Professional, ethical, and highly personable approach to client service
• Strong communication and relationship-building skills

To speak in absolute confidence about this Financial Adviser 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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