Lynn Recruitment

Financial Advisor

A879505-213
  • £25,000 per annum
  • Full-Time Permanent

Financial Advisor required for Belfast based organisation. 37.5 hours per week, £25,000 per annum plus bonus structure.

Main duties include:

  • Build and maintain Client bases, keeping current Client plans up-to-date and recruiting new Clients on an ongoing basis
  • Contact Clients periodically to determine if there have been changes in their financial status.
  • Devise debt liquidation plans that include payoff priorities and timelines
  • Explain and document for Clients the types of services that are to be provided, and the responsibilities to be taken by the Personal Financial Advisor
  • Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships
  • Guide Clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills
  • Implement financial planning recommendations, or refer Clients to someone who can assist them with plan implementation
  • Interview Clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan
  • Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
  • Prepare and interpret for Clients information such as investment performance reports, financial document summaries, and income projections
  • Recommend strategies Clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
  • Research and investigate available investment opportunities to determine whether they fit into financial plans
  • Analyse financial information obtained from Clients to determine strategies for meeting financial objectives
  • Answer questions about the purposes and details of financial plans and strategies
  • Review accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
  • Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so

Essential criteria:

  • Previous experience in a similar role
  • Level 4 Diploma Qualified

The Financial Advisor role will be a full-time, permanent position, consisting of 37.5 hours per week and a salary of £25,000 per annum plus bonus structure.

For more information on this role or any other vacancy please call us today on 028 9023 4324.

Please email your C.V. to belfast@lynnrecruitment.co.uk if you are interested in this position

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