Our client, a growing accountancy practice with a financial services arm in North Belfast has a vacancy for a fully qualified IFA to provide holistic whole of mark financial advice to its prestigious clients. Salary is negotiable dependent on experience. The role comes with a generous bonus structure and company benefits package.
Leads will be generated through the accountancy and legal practices also belonging to the firm. They are looking for dynamic, motivated Advisers who wish to progress their career with a successful organisation
The successful candidate will work in conjunction with the head of practice to build and develop trusted relationships with current and potential clients delivering financial planning and wealth management advice.
There is no requirement to have your own client bank as they currently have existing clients for you to manage.
You should hold Diploma (Dip PFS) or equivalent, ideally progressing towards Chartered status and have a proven ability to deal with new and existing clients on a fee basis.
This is a fantastic opportunity for a Diploma qualified Financial Services professional looking to move to a well-respected wealth management organisation with excellent personal and career development opportunities
Please get in touch for more information - Jonathan McDonald - /
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