Financial Planner in Belfast

Financial Planner at MCS Group – Belfast

MCS Group is looking for a skilled Financial Planner to join a newer financial planning firm in Belfast on a full-time, permanent basis.

Company: Independent financial planning firm with long-standing client relationships and a planned growth period over the next 1-2 years.

Rewards:

• Negotiable package
• Excellent benefits package
• Amazing office space
• High-performance culture

Role:

• Build and maintain long-term client relationships through outstanding financial advice and service
• Develop tailored financial plans to meet clients\’ unique objectives and goals
• Keep up to date with industry trends and regulatory requirements to provide compliant, up-to-date advice
• Meet and exceed performance targets and contribute to business growth

Person:

• Experience in an adviser or planner position within wealth management
• Competent Adviser Status (CAS) at a minimum
• Exceptional client‑facial manner and relationship‑building skills

Contact: Please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group 02896935531.

MCS Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation. If you have a disability that requires a reasonable adjustment, please contact us and we will endeavour to facilitate the request.