Financial Advisor

Brook Street; Lurgan; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Financial Advisor to provide exceptional financial guidance to clients in Lurgan. In this role, you will engage with clients to assess their financial situations, develop tailored strategies, and promote financial products. You will be responsible for conducting thorough reviews, negotiating with product suppliers, and ensuring compliance with regulatory requirements. This is a fantastic opportunity for someone with a passion for finance and a desire to help others achieve their financial goals. Join a supportive team and take your career to the next level in a rewarding environment.

Qualifications

• Must hold a Level 4 qualification in financial planning.
• Preference for candidates with 3+ years of advice experience.

Responsibilities

• Provide high-quality financial advice to clients.
• Conduct in-depth reviews of clients' financial circumstances.
• Design financial strategies and assist clients in decision-making.

Skills

Financial Analysis

Client Communication

Sales Negotiation

Risk Assessment

Financial Strategy Design

Education

Level 4 Qualification in Financial Planning

Chartered Status (in progress)

Job description

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

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

Duties:

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

Applicants should also hold the level 4 qualification in financial planning and be working their way to chartered status. Preference is for candidates with plenty of advice experience; however, the client will look at candidates with a small amount of experience - 3 years.

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

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