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Altra Executives Limited
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Belfast, Antrim
Senior Financial Planner / Wealth Advisor
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Job Type: Full-time |
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Salary: £80,000 per annum |
Overview
Altra Executives are excited to be working with a FTSE 100 backed Financial Planning company who are seeking to recruit a Senior Financial Planner to join their growing Belfast based division. Whilst our Client is relatively new to the NI market, they have recently purchased over £2 billion of NI Wealth within the last 12 months alone. This new player has brought a lot of change to the NI Wealth market and are bringing new and exciting opportunities for local professionals who want to continue to progress in their field. The Role You will be taking on a Senior position with the business, with your ultimate initial focus being to assist with the continued growth of the Company and its portfolio of Clients. You will develop new business relationship with potential Clients, whilst also having the opportunity to avail of the already established relationships within the current Client portfolio. You will provide specialist advice across all investments, retirement planning, tax planning, inheritance planning, gifting & trusts and mortgages & protection. The Person In order to be considered for this role, you must be able to demonstrate at least 5 years relevant experience within a similar role where you have consistently met all targets, assisted with the growth of a top firm and provided an excellent service to all Clients. You will, ideally, hold Chartered status however this is not essential. The Package Base salary of up to £80,000 with an OTE of £120,000 due to the excellent bonus structure in place. Excellent benefits package to include private medical, pension plan, health schemes and holiday entitlement. This is a fantastic opportunity for any Financial Planner / Wealth Advisor who have felt somewhat stagnant and want an environment where they can continue to develop, progress and play a pivotal part in the growth of a Company who is making their mark in the NI market. I am keen to have an initial discussion with anyone who feels this could potentially be of interest. Please contact Claire McCarragher, Senior Specialist Consultant at Altra Executives to discuss this role in more detail. CVs can be submitted via the link provided.