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For Companies At a Glance
- Tasks: Help clients achieve financial goals through tailored advice and relationship building.
- Company: Join a reputable wealth management firm in Belfast with a strong growth trajectory.
- Benefits: Enjoy competitive salary, flexible working options, and full back-office support.
- Why this job: Be part of a dynamic team making a real impact in clients' financial lives.
- Qualifications: Experience as a financial advisor, chartered status, and a tech-savvy mindset required.
- Other info: Opportunities for internal progression and a supportive work culture await you.
The predicted salary is between 36000 - 60000 £ per year.
MCS Group are looking for an experienced Financial Advisor to join a well-established, independent wealth management firm headquartered in Belfast.
The Company: Our client is a well-established wealth manager based in Belfast. They provide a range of financial advice and wealth planning services to their extensive customer base across the UK - both individuals and businesses. Now is a fantastic time to be joining the firm as they look to consolidate a period of significant financial growth with the expertise of a skilled financial advisor.
The Rewards: As the successful Financial Advisor, you will receive the following:
- Highly competitive salary and OTE
- Full back-office support provided
- Clear routes presented to internal progression
- Flexible/hybrid working options (3 days office/2 days home)
- Opportunity to work for a highly reputable and growing business
The Role: As the successful Financial Advisor you will effectively work with autonomy and report into company directors; will be responsible for the following:
- Preparation of sound financial plans to ensure clients meet their financial goals
- Advising clients on current financial issues and make recommendations
- Building strong relationships to retain existing clients
- Always strive to generate new business and build introducer relationships
The Person: The successful Financial Advisor will meet the following criteria:
- Demonstrable experience in a financial advisor or planner position
- Chartered status
- Experienced in advising HNW clients
- Business-development minded
- Tech-savvy
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group on 028 9693 5531. Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs www.mcsgroup.jobs
Financial Advisor (Belfast) employer: MCS Group | Your Specialist Recruitment Consultancy
Contact Detail:
MCS Group | Your Specialist Recruitment Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Belfast)
✨Tip Number 1
Network with professionals in the financial sector, especially those who are already working as financial advisors. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends in wealth management.
✨Tip Number 2
Research the company thoroughly before your interview. Understand their services, client base, and recent achievements. This will not only help you tailor your responses but also demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients in detail. Be ready to share specific examples of how you've successfully built relationships and generated new business, as this is crucial for the role.
✨Tip Number 4
Showcase your tech-savviness during the interview by discussing any financial planning software or tools you have used. Highlighting your ability to leverage technology can set you apart from other candidates.
We think you need these skills to ace Financial Advisor (Belfast)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial advisor, particularly any work with high-net-worth clients. Use specific examples to demonstrate your skills in financial planning and business development.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention why you are interested in working for a well-established firm in Belfast and how you can contribute to their growth.
Highlight Relevant Skills: In your application, emphasise your tech-savviness and ability to build strong client relationships. These are key attributes for the Financial Advisor role, so make sure they stand out.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at MCS Group | Your Specialist Recruitment Consultancy
✨Showcase Your Expertise
As a Financial Advisor, it's crucial to demonstrate your knowledge and experience in financial planning. Be prepared to discuss specific cases where you've successfully advised clients, particularly high-net-worth individuals, and how your strategies helped them achieve their financial goals.
✨Build Rapport
Establishing a strong relationship with potential employers is key. Use the interview to connect on a personal level by finding common ground or shared interests. This will help you stand out as someone who can build relationships with clients as well.
✨Prepare for Technical Questions
Expect to face technical questions related to financial regulations, investment strategies, and wealth management. Brush up on current financial issues and be ready to provide insights or recommendations based on recent market trends.
✨Demonstrate Business Development Skills
Since the role involves generating new business, be ready to discuss your approach to business development. Share examples of how you've successfully built introducer relationships or expanded your client base in previous roles.
