Associate Financial Advisor - Belfast, United Kingdom - Artemis Human Capital

Tom O´Connor

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Tom O´Connor

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Description

The Job
Working closely with the firm's senior leadership & wider team, you will be involved in the following:

  • Shadowing one of the firm's senior financial planners in order to train and develop your skill set, with the aim of becoming a capable financial planner.
  • Overseeing a portfolio of existing clients, ensuring they are provided with a top class level of service.
  • Ensuring excellent client relationships are maintained & developed.
  • Spotting opportunities for business growth & development.
  • Level 4 qualified (essential)
  • Strong previous experience in a paraplanning or financial planning focused role
  • Excellent communication skills
  • Ambitious & proactive
  • Passionate about becoming a financial planner/advisor

The Benefits

  • A generous starting salary of £35K£40K (negotiable DOE)
  • Competitive bonus scheme
  • Hybrid working
  • 1pm Friday finish
  • Second to none scope for training, development & progression opportunities
  • Generous wider benefits package

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