Financial Adviser

Brightwater's client, a prominent financial services company with a growing sales team and a successful track record in Northern Ireland. Due to further growth plans they are currently seeking a top performing financial planning manager to join the team and to take responsibility for developing an existing client base.

Role Overview

• Deliver agreed levels of service to both new and existing customers, ensuring that sales, activity and personal introduction targets are met.
• Plan and carry out an appropriate level of customer contact, taking account of market opportunities, product features and customer preferences using self-generated leads from promotional activity, personal introductions and networking.
• Plan sales and promotional activities (e.g. seminars) in conjunction with area manager
• Ensure accurate completion of new business proposals and that all activities are undertaken inline with statutory, regulatory and company requirements.

Criteria

• Diploma qualified adviser. Candidates with substantial progression towards advanced qualifications may also be considered.
• Evidence of success in your role as a financial advisor
• Current or have recently held CAS
• Credible, confident and comfortable dealing with HNW / professional clients

C. £40k + uncapped bonus + co car + excellent benefits package.

For further information please contact Ruth McDonald in confidence on 02890325325