Job Description
Brook Street is delighted to be recruiting a Financial Advisor for our client located in Armagh.
Although the office is in Armagh the person hired would not need to be onsite on a day to day basis as you would be on the road visiting clients and can also work from home.
You will be responsible for providing a 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;...