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- Tasks: Help clients achieve financial goals with personalized investment solutions and strategic planning.
- Company: Join a dynamic firm focused on delivering top-notch financial services to high-profile clients.
- Benefits: Enjoy a competitive salary, annual bonus, healthcare, and support for further education.
- Why this job: This role offers growth opportunities, a supportive culture, and the chance to make a real impact.
- Qualifications: Must have Level 4 qualification CFA / CFP and strong communication and IT skills.
- Other info: Office-based role with a Monday to Friday schedule, perfect for those seeking work-life balance.
The predicted salary is between 42000 - 77000 £ per year.
Brook Street is delighted to be recruiting a Financial Advisor for our client located in Armagh Although the office is in Armagh the person hired would not need to be onsite on a day to day basis as you would be on the road visiting clients and can also work from home. You will be responsible for providing a high quality financial advice to an existing client base and also to develop new business. Duties : * Contacting clients and setting up meetings, either within an office environment or in clients` homes or business premises; * Conducting in-depth reviews of clients` financial circumstances, current provision and future aims; * Analysing information and preparing plans best suited to individual clients` requirements; * Completing risk analyses; * Researching the marketplace and providing clients with information on new and existing products and services; * Designing financial strategies; * Assisting clients to make informed decisions; * Researching information from various sources, including providers of financial products; * Reviewing and responding to clients changing needs and financial circumstances; * Promoting and selling financial products to meet given or negotiated sales targets; * Negotiating with product suppliers for the best possible rates; * Liaising with head office and financial services providers; * Communicating with other professionals, such as estate agents, solicitors and valuers; * Keeping up to date with financial products and legislation; * Producing financial reports; * Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments; * Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products. Applicants should also hold the level 4 qualification in financial planning and be working their way to chartered status. Preference is for candidates with plenty of advise experience however the client will look at candidates with a small amount of experience – 3 years Salary for the role is negotiable and will depend on previous background Please apply by sending CV to Colleen Farquharson via the apply link. Brook Street NMR is acting as an Employment Agency in relation to this vacancy
Financial Advisor employer: Brook Street
Contact Detail:
Brook Street Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Familiarize yourself with the latest financial products and legislation. This will not only help you in interviews but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Practice your communication skills by engaging in mock client meetings. Being able to clearly articulate financial strategies and solutions is crucial for this role.
✨Tip Number 3
Showcase your organizational skills by preparing a portfolio of past financial plans or case studies. This can serve as a great conversation starter during your interview.
✨Tip Number 4
Network with professionals in the financial advisory field. Attend industry events or join online forums to connect with others who can provide insights or even referrals to opportunities like the one we have at StudySmarter.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, client management, and any qualifications like CFA or CFP. Use specific examples that demonstrate your ability to create financial plans and manage client relationships.
Craft a Strong Cover Letter: In your cover letter, express your passion for helping clients achieve their financial goals. Mention your organizational skills and ability to prioritize workloads, as these are key traits for the role.
Showcase Communication Skills: Since strong communication skills are essential, provide examples of how you've effectively communicated complex financial information to clients in the past. This could be through previous roles or relevant projects.
Highlight Continuous Learning: Mention any ongoing education or training you are pursuing in finance or related fields. This shows your commitment to staying updated with financial products and legislation, which is crucial for this position.
How to prepare for a job interview at Brook Street
✨Showcase Your Financial Knowledge
Be prepared to discuss your understanding of financial products and services. Highlight any relevant experience you have in creating financial plans or strategies, as this will demonstrate your capability to deliver personalized investment solutions.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with clients and head office, practice articulating your thoughts clearly. Use examples from your past experiences where effective communication led to successful outcomes.
✨Highlight Your Organizational Skills
Discuss how you prioritize your workload and manage multiple tasks effectively. Provide specific examples of how you've organized client meetings or handled client administration in previous roles.
✨Prepare for Technical Questions
Expect questions related to tax calculations, cash flow planning, and current financial legislation. Brush up on these topics and be ready to explain how you would apply this knowledge in real-world scenarios.
