Financial Planner

One of the most respected wealth management firms in Belfast have enjoyed a sustained period of substantial growth and are now seeking to grow their financial planning team locally. The Belfast office manages portfolios of thousands of HNW clients across NI & GB and is made up of some of the most talented financial planning professionals in the country.

They are now seeking a skilled Financial Planner to play a crucial role in building on existing client relationships and targeting new working relationships. This is a brand new, full-time permanent job opportunity offering the successful candidate the trust and flexibility to work how they want.

As the successful Financial Planner, you will play a key role in:

• Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims to develop tailored strategic financial plans.
• Advising on financial matters such as investment, estate planning, tax planning & more - ensuring compliance with all regulatory requirements.
• Building and maintain long-term relationships with high-net-worth clients, offering a personal service and understanding their unique needs and objectives.
• Working collaboratively with other professionals, such as accountants and solicitors, to provide a holistic service to clients.
• Ensuring the highest levels of client satisfaction and service standards.
• Developing and expanding the client base through networking and referrals.

The successful Financial Planner will meet the following criteria:

• Demonstrable existing experience in Financial Adviser / Financial Planner role within wealth management - with a proven track record of managing high net worth clients.
• A Diploma in Financial Planning (DipPFS) or equivalent - Chartered status is highly desirable.
• Comprehensive knowledge of financial products, markets, and legal regulations in the UK.
• Excellent communication, negotiation, and presentation skills.
• Strong analytical and problem-solving abilities. The Rewards:
  • Attractive packages available and performance-based bonuses
  • Income protection
  • Free on-site parking
  • Opportunities for professional development and career advancement

  To speak in absolute confidence about this Financial Planner opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group

  Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs (Use the "Apply for this Job" box below)..jobs

  MCS Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation, if you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please contact us and we will endeavour to facilitate the request.

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