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Financial Adviser

THE OPENWORK PARTNERSHIP
Job LocationBelfast
EducationNot Mentioned
Salary£40,000 - £60,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Are you an experienced Financial AdviserAre you local to the beautiful area of BallyclareDo you have a passion to help those in your communityA unique opportunity has arisen for an experienced Financial Adviser based in or around Ballyclare.A full client bank to work with consisting of Ballyclare residents in need of full financial advice and guidance.With full administration support available and a handsome reward package we really feel this is a great role for the right person.Salary is dependant on your level of experience. You will also earn commission on top of your monthly salary with company benefits also provided.Key responsibilities

  • Manage client enquiries and the advice process
  • Build and nourish relationships with clients
  • Generate and qualify leads
  • Provide financial advice to clients
  • Build outstanding client rapport with an existing client base to identify current and future wealth/investment needs
  • Identify and own new opportunities with company’s existing client bank
  • Research solutions, make recommendations and deliver to manage new and ongoing advice needs.
Qualifications and experience
  • QCF L4 or equivalent
  • Self-motivated and confident to work independently
  • Ability to build lasting relationships based on trust
  • Min. 18months experience with Competent Adviser Status (CAS)
Benefits
  • Flexible working options
  • Ongoing training and development
  • Generous salary and commission
  • Support from an award-winning network
Is this a good fit for youIf you are an experienced Financial Adviser who is familiar with the rural area of Ballyclare, Northern Ireland Are you passionate about exceeding expectations and delivering great customer outcomes, then this may be the perfect job foryou. You should also be self-motivated, confident, and able to build lasting relationships.

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