Brook Street is pleased to be recruiting a Financial Advisor for our client based in Lurgan.
This is an excellent opportunity for an experienced advisor to provide high-quality financial advice to an existing client base, while also developing new business opportunities.
Key Responsibilities:
* Conduct client meetings (in-office, at home, or on business premises)
* Review clients' financial situations and goals in depth
* Create tailored financial plans and strategies
* Complete risk assessments and product research
* Offer advice on a range of financial products and services
* Maintain ongoing client relationships and respond to changing needs
* Ensure compliance with relevant regulations and disclosure requirements
* Prepare financial reports and updates
* Liaise with financial institutions, solicitors, estate agents, and other professionals
Requirements:
* Level 4 Diploma in Financial Planning (working toward Chartered status preferred)
* Minimum of 3 year's advising experience (extensive experience highly desirable)
* Strong communication, analytic, and client relationship skills
Salary:
Negotiable based on experience and qualifications.
To apply:
Please submit your CV via the apply link or send directly to Colleen Farquharson.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.