Job Title: Financial Adviser
Salary / OTE: Salary £40,000 pa with OTE of £50,000 pa (unlimited)
Self-employed option available with OTE £75,000+ (unlimited)
· This long established financial services firm was established circa 25 years ago and has developed an extensive HNW client bank within a 35 mile radius of Belfast.
· They are recruiting a Financial Planning Adviser in Belfast.
· This is an office based role - 5000 sq ft office with free parking.
· You will be provided with 200 - 500 clients for servicing (75% will hold investment / pension products).
· Average investment / pension lump sum is £80K - £100K.
· This firm were pioneers of moving to a fee charging environment within Northern Ireland and have substantial Funds under Management on their platform.
· As well as booking your own diary you will be provided with some booked appointments each week.
· You will be expected to seek referrals where possible.
· Excellent support is provided by a strong team of paraplanners and administrators.
· You will be joining an experienced team of peers who have been with the company between 8 - 25 years.
· You will receive excellent mentoring and marketing support to help develop your business.
· Excellent career potential in terms of competitive earnings and potential to acquire shares in the company at a future date.
· This proposition is ideal for ex-bancassurers or AR’s / RI’s wanting improved resources.
· You will be working with professional introducers, eg Accountants.
· As well as providing advice in the licensed areas, you will also be able to pass leads to other specialists on a fee share arrangement, so that you are able to maintain your clients.
· Full holistic financial planning will be in the following areas: Mortgages, Protection, General Insurance, Savings & Investments, Portfolio & Wealth Creation, Retirement Planning & Annuities, Inheritance Tax Planning, Business Protection, Will Writing, and Trusts.
· In addition, there are arrangements in place for you to be remunerated in respect of professional referrals for the following areas: Conveyancing, Surveys, Debt Management, Will Writing, Lease Extensions, PHI, and Equity Release.
· The network provides excellent induction training to enable you to achieve a flying start and on-going support and development.
Criteria: Financial Planning Adviser
Level 4 Diploma qualified and working towards Chartered
Experienced in Financial Planning circa 10 years
Contact us: Call us now on 0845 652 2266 to further discuss this position, or email us at firstname.lastname@example.org <mailto:email@example.com> with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.
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