Financial Planner

Location UK / Belfast

Job Type Permanent full-time, TemporaryContract

Salary £45000 - 55000

Updated 1 week ago

Reference 1366649

 Job Description

*Basic salary of £40K-£45K - up to £60K for the right candidate *Bonus scheme *Clear path to directorship

The Client:

VANRATH is proud to be working with a prestigious financial services firm based in Belfast City Centre to appoint a Chartered Consultant for their private client division.

The Role:

This is a new role within a highly successful and well-established business offering clear progression to Director level. You will provide first-class advisory services to an established portfolio of HNW clients, developing further business where appropriate.

  • Providing financial advice and developing trusted relationships with an existing portfolio of HNW clients
  • Attend and present at client meetings in order to help maximise business opportunities
  • Ensure all personal targets are achieved
  • Providing your clients with technically accurate and compliant advice / support
  • Ensuring product /compliance knowledge and market awareness is maintained

The Person:

  • Level 6 Dip PFS
  • Current SPS
  • At least 5 years’ relevant and current industry experience
  • Must have previous experience within an IFA firm
  • Excellent client servicing and sales achievement
  • Excellent understanding of private client trends and industry

The Rewards:

  • Basic salary of £40K-£45K
  • Bonus scheme
  • Clear path to directorship
  • Excellent benefits to include pension, life cover, Bupa
  • Car parking
  • Generous holiday allowance
  • Full admin support

For further information on this vacancy, or any other Business Support job in Belfast or wider Northern Ireland, please apply via the link below or contact Danielle Toman in the strictest confidence on 02890 330 250