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.