Financial Advisor - Belfast

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

Benefits offered by this job

Bonus potential

Benefits package

Job summary

JohnstonGreer Ltd. is seeking an experienced Financial Planner to join its wealth management team, focusing on servicing an established private client base.

You will deliver comprehensive advice across retirement planning, investments, IHT and tax, and maintain the client portfolio. The role is office-based with occasional travel to other locations; candidates should have at least two years as an advisor and Level 4 qualifications, with a proven ability to develop recurring income from existing

Qualifications

• Experience in wealth management and servicing private clients.
• Minimum Level 4 qualifications.
• At least 2 years as an Advisor or more.

Responsibilities

• Deliver advice across 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.

Skills

Retirement planning

Investments

IHT/Tax planning

Client relationship management

Education

Level 4 qualifications

Job description

Financial Planner

£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.