Financial Advisor Job Lurgan area,Northern Ireland UK,Finance & Banking

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:

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 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.

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