Senior Financial Advisor

Brook Street (UK) Limited is delighted to be recruiting a Senior Financial Advisor for Belfast client

The client very reputable firm based in Belfast who has been in operation over 10 years and they have a great job opportunity in Belfast for an experienced senior financial advisor to join the team.
They are terrific company with a large emphasis on staff development.


Duties
* Conducting in-depth reviews of clients` financial circumstances
* Talking to clients about current provision and future aims
* Provide financial planning support to clients
* Analysing information and preparing plans best suited to clients requirements
* Researching information from various sources regarding financial products
* Reviewing and responding to clients changing needs and financial circumstances
* Promoting and selling financial products to meet given / negotiated sales targets
* Producing financial reports
* Prepare financial plans and check accuracy
* Maintain awareness of regulatory aspects of the role
* Keeping up to date with financial products and legislation


Essential Requirements of the Role
* Diploma Level Qualified
* 5+ years of experience in financial advisory and financial planning work
* Previous experience of working as a senior financial advisor
* Proven track record of meeting annual sales targets
* High level of confidence and ability with sales and presentational skills
* Drive and motivation to deliver and exceed business targets
* Eagerness to learn and develop skills and knowledge continually
* Full driving licence and access to own transport.

Please send CV via the link