Lynn Recruitment

Financial Advisor

  • £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 if you are interested in this position

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