Financial Advisor

Johnstongreer; Belfast City District; On-site; GBP 50,000 - 65,000; Full time

Job summary

JohnstonGreer Ltd. in Belfast, United Kingdom, is seeking an Independent Financial Advisor to service an existing high-net-worth client base. You will deliver advice across Retirement, Investments, IHT and Tax, and maintain relationships with the current portfolio.

This role focuses on recurring income for the firm; you will work office-based with occasional travel to other locations, and you should have minimum Level 4 qualifications and at least two years as an advisor in wealth management.

Qualifications

• Minimum Level 4 qualifications in wealth/financial planning.
• At least 2 years as an Advisor in the wealth management sector.
• Experience servicing private clients is essential.

Responsibilities

• Deliver advice across Retirement, Investments, IHT and Tax.
• Maintain relationships with the existing private client portfolio.
• Cultivate and maximise introductions made internally.
• Work office-based with occasional travel to other locations.

Skills

Client relationship management

Financial planning

Retirement planning

Investments

Tax planning

Education

Level 4 qualifications

Job description

£50,000 to £65,000 plus benefits and bonus (OTE £80,000 plus)

Independent Financial Advisor required by this wealth management firm that provides individual advice to HNW private clients and their families. The focus of the role is the servicing of the existing clients and the recurring income.

With a strong reputation in the market, the business continues to grow through a combination of organic client referrals and strategic introducer relationships. As part of its ongoing expansion, the firm is seeking an experienced Financial Planner to join its team.

Dealing predominately with private client work you will –

• deliver advice across the full spectrum of financial planning including Retirement, Investments, IHT and Tax
• maintain relationships with the existing client portfolio
• cultivate and maximise introductions made internally
• work office based with occasional travel to other locations

Candidates will be experienced Advisors within the wealth management sector with minimum Level 4 qualifications. You will have at least 2 years as an Advisor or possibly more and you will demonstrate resilience and focus to succeed in this client rich role.

Financial Advisor • Belfast, United Kingdom