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.