Independent Financial Advisor - Belfast
About the role
Independent Financial Advisor
£44,000 to £50,000 plus bonus and benefits
Independent Financial Advisor required by this well-established Wealth Manager to provide advice to the existing client portfolio and leads generated by introducers. You will also develop new business through your own professional connections and referrals.
You will be responsible for –
- providing advice across the full range of planning
- maintain your technical knowledge across Pensions, Investments, Tax and Cashflow
- cultivating relationships with the introducers to maximise new introductions
- develop new business through referrals and networking
Candidates will be newer Advisors working within an IFA, Banking or a Wealth Manager role for the last year or two, with Level 4 qualifications. Most clients are supplied by the firm though you will have the skillset to generate referrals and source other business.
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