Financial Advisor

MCS Group; Newry; Vor Ort; GBP 59.000 - 72.000; Vollzeit

Benefits dieser Stelle

Base salary up to £65,000

Commission package

Bonus

Other extensive benefits

Zusammenfassung

MCS Group are partnering with a long-established financial planning firm in Newry to appoint a Financial Advisor who will join a growing team and deliver tailored financial advice. You will build relationships with new and existing clients, conduct reviews, and ensure regulatory compliance while working with a supportive, collaborative culture that rewards development and earnings potential.

This role offers a base salary up to £65,000 plus commission, bonus, and extensive benefits, with clear

Qualifikationen

• Diploma in regulated financial planning is required.
• Experience within a wealth management environment is preferred.
• Ability to work collaboratively with key stakeholders is essential.
• Adaptability to changing factors and client needs.

Aufgaben

• 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.

Kenntnisse

Financial planning

Relationship management

Regulatory compliance

Client service

Team collaboration

Ausbildung

Diploma in regulated financial planning

Jobbeschreibung

MCS Group are delighted to be partnering with a financial advisory company as they look to appoint a Financial Advisor to join their expanding team in Newry.

The Company:

Our client is a long-established and highly respected financial planning firm with a strong reputation for delivering exceptional advice and building lasting client relationships. Known for its supportive and friendly culture, the business offers a collaborative environment where employees are valued and encouraged to succeed. This is an excellent opportunity for an ambitious Financial Advisor to join a growing organisation that provides genuine career progression, ongoing professional development, and outstanding earning potential.

The Rewards:

As the successful Financial Advisor you will receive:

• A base salary up to £65,000
• Commission package
• Bonus
• 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