Chartered Financial Planner

Location UK / Belfast

Job Type Permanent full-time, TemporaryContract

Salary £40000 - 50000

Updated 2 days ago

Reference 1365685

 Job Description

Independent Financial Adviser - Belfast - £40,000 - £50,000 plus pension, private medical insurance, phi and exam support.

This award-winning regional IFA firm have been providing astute, industry leading advice to private individuals, families, trustees, scheme member, charities and professionals across the UK for over 35 years.

This is a fantastic move for an experienced Financial Planner seeking a fresh challenge in financial advice to join this prestigious firm as they seek to add to the team with this senior hire. With their traditional family values, professionalism and recognised integrity, their unique approach has been the key to their success and will continue to underpin the provision of all advice and services in the future. If you would like to work for a firm who strive to be the very best in their field by working alongside clients to help them achieve their financial goals then email your CV or get in touch on for a confidential conversation.

The successful applicant will be rewarded with an attractive salary of £40,000 – £50,000 DOE plus a comprehensive benefits package.

Top 3 Things to Know About this Job:

  1. Top, regional composite financial planning firm.
  2. Exposure to HNW client base.
  3. Clients provided.

The Role:

  • Working closely with clients in order to retain existing business as well as growing the desk with new business activities.
  • Conduct face to face meeting with client in order to determine financial goals and risk aversion.
  • Liaising closely with Paraplanners to ensure the most relevant product is selected ahead of presentation to client.

The Person:

  • Will ideally have already attained Chartered status or will be on their way to completion.
  • Must evidence at least 7-8 years’ experience operating as a Financial Planner.
  • Will have an expert knowledge and understanding of the entire range of products, HNW client expectations and the strategies involved.
  • Will be keen to further enhance their career by working for this market leading firm.

The Rewards:

  • Basic salary of £40,000 to £50,000 DOE.
  • Pension.
  • Private medical insurance
  • PHI.

Next Steps

For further information, and to apply for this Chartered Financial Planner position, click the apply now button to submit your CV and Kyle Fulton will be in touch. Visit our website for a full list of Financial Planning opportunities.

Expert, confidential recruitment advice.

Salary is usually negotiable, salary details listed are to be used as a guide and are based on factors such as your experience, qualifications and expertise.

We reserve the right to heighten short listing criteria dependent upon the calibre of response.