Financial Advisor

Brook Street NMR; Craigavon; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A recruitment agency is seeking a Financial Advisor to provide high-quality financial advice to clients, developing new business while visiting clients and working from home. Applicants must hold a Level 4 qualification in financial planning and have experience providing advice. The salary is negotiable based on background.

Qualifications

• Experience providing financial advice to clients.
• Strong understanding of financial products and services.
• Ability to analyze financial information and prepare plans.

Responsibilities

• Contact clients and set up meetings in various environments.
• Conduct in-depth reviews of financial circumstances.
• Design financial strategies tailored to clients.

Skills

Client relationship management

Negotiation skills

Analytical skills

Financial planning

Education

Level 4 qualification in financial planning

Job description

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Brook Street is delighted to be recruiting a Financial Advisor for our client located in Armagh

Although the office is in Armagh the person hired would not need to be on site on a day to day basis as you would be on the road visiting clients and can also work from home.

You will be responsible for providing a high quality financial advice to an existing client base and also to develop new business.

Duties :

* Contacting clients and setting up meetings, either within an office environment or in clients` homes or business premises;
* Conducting in-depth reviews of clients` financial circumstances, current provision and future aims;
* Analysing information and preparing plans best suited to individual clients` requirements;
* Completing risk analyses;
* Researching the marketplace and providing clients with information on new and existing products and services;
* Designing financial strategies;
* Assisting clients to make informed decisions;
* Researching information from various sources, including providers of financial products;
* Reviewing and responding to clients changing needs and financial circumstances;
* Promoting and selling financial products to meet given or negotiated sales targets;
* Negotiating with product suppliers for the best possible rates;
* Liaising with head office and financial services providers;
* Communicating with other professionals, such as estate agents, solicitors and valuers;
* Keeping up to date with financial products and legislation;
* Producing financial reports;
* Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
* Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

Applicants must hold the level 4 qualification in financial planning and be working their way to chartered status.

Must have experience of providing advise experience

Salary for the role is negotiable and will depend on previous background

Please apply by sending CV to Colleen Farquharson via the apply link.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.