Location UK / Belfast
Job Type Permanent full-time, TemporaryContract
Salary £45000 - 55000
Updated 2 weeks ago
We are pleased to be recruiting for an experienced Wealth Advisor on behalf of a global professional services firm to manage the portfolios of some of the most affluent customers on the market.
WEALTH ADVISOR – Belfast
Abacus Professional Recruitment are pleased to be recruiting for an experienced Wealth Advisor on behalf of a global professional services firm. Our clients wealth management team work with some of the most affluent customers in the UK and due to an exciting period of growth are back on the market for a Wealth Advisor to work within their ambitious team.
ROLE AND RESPONSIBILITIES
You will develop further business by assisting in the acquisition of new schemes and provide high quality financial advice to an extensive and lucrative existing client bank.
Areas of advice will include general wealth management, investments, pensions, and retirement solutions to name a few. You will also deliver an extremely high level of customer service and care to include managing and reviewing investment portfolios and assets.
At least 3 years’ experience providing wealth management, pension and investment advice to High Net Worth clients in a highly regulated environment.
Educated to Level 4 Diploma level
Experience within Pension Transfers will be advantageous.
The ability to demonstrate a proven track record of business and relationship development.
The ability to develop, monitor and implement business plans to increase sales and to respond promptly and effectively to changes in the market.
SALARY / BENEFITS
Generous salary depending on experience.
Great work life balance.
Exposure to some of the best clients on the market.
Competitive pension contribution.
Nicky Strutt –
Please submit your application or call the specialist Abacus consultant 0044 (0) 28 9031 3157 for a confidential career discussion.
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