Dewislen

Financial Advisor

Manylion swydd
Dyddiad hysbysebu: 12 Awst 2025
Oriau: Llawn Amser
Dyddiad cau: 11 Medi 2025
Lleoliad: Lurgan, County Armagh, BT60 3JA
Cwmni: Brook Street
Math o swydd: Parhaol
Cyfeirnod swydd: BBBH401582_1754979829

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Crynodeb

Brook Street is pleased to be recruiting a Financial Advisor for our client based in Lurgan.

This is an excellent opportunity for an experienced advisor to provide high-quality financial advice to an existing client base, while also developing new business opportunities.

Key Responsibilities:

  • Conduct client meetings (in-office, at home, or on business premises)

  • Review clients' financial situations and goals in depth

  • Create tailored financial plans and strategies

  • Complete risk assessments and product research

  • Offer advice on a range of financial products and services

  • Maintain ongoing client relationships and respond to changing needs

  • Ensure compliance with relevant regulations and disclosure requirements

  • Prepare financial reports and updates

  • Liaise with financial institutions, solicitors, estate agents, and other professionals

Requirements:

  • Level 4 Diploma in Financial Planning (working toward Chartered status preferred)

  • Minimum of 3 year's advising experience (extensive experience highly desirable)

  • Strong communication, analytic, and client relationship skills

Salary:
Negotiable based on experience and qualifications.

To apply:
Please submit your CV via the apply link or send directly to Colleen Farquharson.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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