Financial Advisor

MCS Group; Belfast City District; On-site; GBP 60,000 - 65,000; Full time

Benefits offered by this job

Base salary £60k-£65k

Commission package

Benefits

Job summary

MCS Group are partnering with a nationwide wealth organisation to appoint a Financial Advisor in Belfast. You will provide tailored financial advice and build strong client relationships within a regulated environment.

You will conduct reviews, recommend solutions, and ensure compliance, working with support teams to deliver an exceptional client experience. A Diploma in regulated financial planning and wealth management experience are required, with a base salary of £60,000–£65,000 and a

Qualifications

• Provide tailored financial advice to help clients achieve their long-term goals.
• Build and maintain strong relationships with new and existing clients.
• Conduct regular financial reviews and recommend suitable solutions.
• Ensure all advice and documentation meet regulatory and compliance standards.

Responsibilities

• Provide tailored financial advice to help clients achieve their long-term goals.
• Build and maintain strong relationships with new and existing clients.
• Conduct regular financial reviews and recommend suitable solutions.
• Ensure all advice and documentation meet regulatory and compliance standards.
• Work closely with support teams to deliver an exceptional client experience.

Skills

Client relationships

Regulatory compliance

Regulatory standards

Team collaboration

Financial advice

Education

Diploma in regulated financial planning

Job description

MCS Group are delighted to be partnering with a nationwide wealth organisation as they look to appoint a Financial Advisor to join their expanding team in Belfast.

The Company:

Our client are a rapidly growing, UK wide wealth management firm, that provide holistic financial advice to both individuals and businesses.

The firm operates as a nationwide network of financial advice practices, combining experienced financial advisers with regulatory support to deliver tailored solutions that help clients achieve their long-term financial goals.

The Rewards:

As the successful Financial Advisor you will receive:

• A base salary of £60,000 - £65,000
• Commission package
• Other extensive benefits

The Role:

The successful Financial Advisor will be responsible for:

• Provide tailored financial advice to help clients achieve their long-term goals.
• Build and maintain strong relationships with new and existing clients.
• Conduct regular financial reviews and recommend suitable solutions.
• Ensure all advice and documentation meet regulatory and compliance standards.
• Work closely with support teams to deliver an exceptional client experience.

The Person:

The successful Financial Advisor will meet the following criteria:

• Have a Diploma in regulated financial planning
• Experience within a wealth management environment
• Ability to work collaboratively with key stakeholders
• Ability to adapt quickly to changing factors