Financial Advisor

3 weeks ago


Armagh Co Armagh, United Kingdom JIGSAW FINANCIAL ASSOCIATES LIMITED Full time

Job Description

With over 40 years of expertise Jigsaw Financial Associates Limited in Armagh City has continued to progress and have established a reputation of offering a professional and comprehensive service for their clients. Jigsaw Financial Associates Limited are able to offer and provide whole of market recommendations in a transparent service style lined to the client’s financial situation. The firm offer a unique and specialist service in all areas of financial planning from wealth creation to wealth preservation.

They would like to invite applications from highly motivated and enthusiastic individuals with passion, vision and initiative, good interpersonal skills and high standards of accuracy for this key position within their growing team. The applicant will have strong technical skills along with good interpersonal skills and the ability to work effectively as part of a team. The applicant will also have achieved Competent Adviser Status .

The Role

This is a perfect opportunity for an experienced advisor seeking a family feel business with top class support. The Financial Advisor will work closely with the wider team to provide first-class advisory and support service to an extensive existing client bank and develop business relationships. The right candidate will be customer focused with excellent communication skills, self-organised and determined to achieve the highest of standards for their clients putting the customers experience before sales. Some other responsibilities are listed below:

· Develop business relationships with existing client bank and new clients by providing appropriate advice and support.

· Extensive Existing Client Bank

· Develop new business opportunities within the NI market as well as promoting additional services to existing clients.

· Ensure that all processes are adhered to, and systems used in according to company policy.

The Person

·Fully Qualified - Level 4 minimum

·CAS (Competent Adviser Status) achieved - Essential

·Relevant and current industry experience

·Ability to demonstrate and prove a consistent record of quality client servicing, sales achievement and business growth.

This role can potentially be offered at senior or junior level, get in touch for more information.

The Offer

· Salary DOE - market leading

· Benefits package

· Pension Plan

· Bonus opportunity

· Parking

· Flexible working can be discussed.

All conversations will be treated in the strictest of confidence. I am keen to have an initial discussion with anyone who feels this could potentially be of interest.

Skills:

Financial advisor / IFA financial planner

Benefits:

Hybrid working can be discussed

Industry

  • Financial Services

Employment Type

Full-time

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