Financial Advisor

2 months ago


Belfast, United Kingdom Integrity Resource Solutions Full time

**Financial Advisor (Non Diploma)**

**Salary: £24,000 Basic (£30-50K OTE Year1), Homebased/Remote**

**Locations: Belfast**

**The Company**

A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer database, advising clients on a range of financial products in their homes and over video conferencing, servicing existing customers through regular reviews and expanding existing customer sales.

**Key Responsibilities & Duties**
- Achievement of agreed sales and operating objectives
- Carry out regular reviews with your customers
- Expand existing customer base through referrals and other agreed direct sales strategies
- Contribute at regular team meetings with the Area Manager and Financial Advisers
- Complete sales documentation using in-house computer systems
- Act in accordance with the company’s Code of Conduct for Financial Advisers
- Able to build and maintain strong customer relationships
- Sales background, previous experience in financial services would be advantageous, but not essential

The successful applicant will enjoy a great package with initial residential training course, basic salary of £24,000 (OTE £37 to £55k), car allowance plus other excellent benefits.

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£50,000.00 per year

**Benefits**:

- Company pension
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay

Application question(s):

- Do you hold a clean Driving License?

Work Location: On the road

Reference ID: IRS/DG


  • Financial Advisor

    1 week ago


    Belfast, United Kingdom Brook Street Full time

    Brook Street (UK) Limited is delighted to be recruiting a Financial Advisor for Belfast client The client has a great job opportunity for an experienced Financial Advisor to join their team. Duties Conducting in-depth reviews of clients' financial circumstances Talking to clients about current provision and future aims Provide financial planning support...

  • Financial Advisor

    3 weeks ago


    Belfast, United Kingdom Brook Street UK Full time

    Brook Street (UK) Limited is delighted to be working on behalf of our Belfast client to recruit an experienced Financial Advisor on behalf of a well-established financial services firm in their Belfast office. Our client is has been in operation for a numbers of years and are continually growing and they are now keen to add to their expanding team. The...

  • Financial Advisor

    2 weeks ago


    Belfast, United Kingdom Brook Street UK Full time

    Brook Street (UK) Limited is delighted to be working on behalf of our Belfast client to recruit an experienced Financial Advisor on behalf of a well-established financial services firm in their Belfast office. Our client is has been in operation for a numbers of years and are continually growing and they are now keen to add to their expanding team. The...


  • Belfast, United Kingdom Switch Advisor Ltd Full time

    As a Customer Service Advisor, you will play a crucial role in ensuring our customers have a positive experience with our products/services. You will be responsible for addressing customer inquiries, resolving issues, and providing support to enhance overall customer satisfaction. **Responsibilities**: - Respond to customer inquiries and resolve issues in...

  • Financial Advisor

    2 weeks ago


    Belfast, United Kingdom Brook Street UK Full time

    Brook Street (UK) Limited is delighted to be working on behalf of our Belfast client to recruit an experienced Financial Advisor on behalf of a well-established financial services firm in their Belfast office. Our client is has been in operation for a numbers of years and are continually growing and they are now keen to add to their expanding team. The...

  • Financial Advisor

    3 weeks ago


    Belfast, United Kingdom Brook Street UK Full time

    Brook Street (UK) Limited is delighted to be working on behalf of our Belfast client to recruit an experienced Financial Advisor on behalf of a well-established financial services firm in their Belfast office. Our client is has been in operation for a numbers of years and are continually growing and they are now keen to add to their expanding team. The...

  • Financial Advisor

    2 weeks ago


    Belfast, United Kingdom Brook Street UK Full time

    Brook Street (UK) Limited is delighted to be working on behalf of our Belfast client to recruit an experienced Financial Advisor on behalf of a well-established financial services firm in their Belfast office. Our client is has been in operation for a numbers of years and are continually growing and they are now keen to add to their expanding team. The...

  • Financial Advisor

    3 weeks ago


    Belfast, United Kingdom Brook Street UK Full time

    Brook Street (UK) Limited is delighted to be working on behalf of our Belfast client to recruit an experienced Financial Advisor on behalf of a well-established financial services firm in their Belfast office. Have you got what it takes to succeed The following information should be read carefully by all candidates.Our client is has been in operation for a...


  • Belfast, United Kingdom Artemis Human Capital Full time

    Artemis Human Capital are delighted to be working with a dynamic financial services organisation based in Belfast, who due to continued growth & success are expanding their team. This role offers the successful applicant a fantastic remuneration package & unrivalled scope for career development. For this role, you will be an experienced paraplanning...

  • Financial Advisor

    7 hours ago


    Belfast, United Kingdom NFU Mutual Full time

    **Financial Advisor**: - Providing holistic financial planning advice to existing NFU Mutual customers - Partnering with 2 local Agents of NFU Mutual and developing relationships with their customers - Field based position with frequent travel around Northern Ireland **About the role**: NFU Mutual is growing, and as a Financial Advisor you’ll be at the...

  • Financial Advisor

    5 days ago


    Belfast, Northern Ireland, United Kingdom NFU Mutual Full time

    Field based position with frequent travel around Northern Ireland Providing holistic financial planning advice to existing NFU Mutual customers Partnering with a local Agency of NFU Mutual and developing relationships with their customers About the role NFU Mutual is growing, and as a Financial Advisor you’ll be at the heart of this growth,...

  • Financial Advisor

    1 day ago


    Belfast, United Kingdom NFU Mutual Full time

    Field based position with frequent travel around Northern Ireland Providing holistic financial planning advice to existing NFU Mutual customers Partnering with a local Agency of NFU Mutual and developing relationships with their customers About the role NFU Mutual is growing, and as a Financial Advisor you’ll be at the heart of this growth,...

  • Financial Advisor

    2 weeks ago


    Belfast, United Kingdom NFU Mutual Full time

    Financial Advisor Providing holistic financial planning advice to existing NFU Mutual customers Partnering with a local Agency of NFU Mutual and developing relationships with their customers Field based position with frequent travel around Northern Ireland About the role NFU Mutual is growing, and as a Financial Advisor you’ll be at the...

  • Financial Advisor

    1 day ago


    Belfast, United Kingdom NFU Mutual Full time

    Financial Advisor Providing holistic financial planning advice to existing NFU Mutual customers Partnering with a local Agency of NFU Mutual and developing relationships with their customers Field based position with frequent travel around Northern Ireland About the role NFU Mutual is growing, and as a Financial Advisor you’ll be at the...


  • Belfast, United Kingdom Artemis Human Capital Full time

    **The Job** Working closely with the firm’s senior leadership & wider team, you will be involved in the following: - Shadowing one of the firm’s senior financial planners in order to train and develop your skill set, with the aim of becoming a capable financial planner. - Overseeing a portfolio of existing clients, ensuring they are provided with a top...

  • Financial Advisor

    1 month ago


    Belfast, United Kingdom Integrity Resource Solutions Full time

    Financial Advisor (Non Diploma) **Salary**: £24,000 Basic (£30-50K OTE Year1) + Car Allowance - Homebased/Remote Locations: Belfast, Northern Ireland The Company A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer database, advising clients on a range...

  • Financial Advisor

    1 week ago


    Belfast, United Kingdom NFU Mutual Full time

    Financial Advisor Field based position with frequent travel around Northern Ireland Competitive Base Salary, with £100,000 OTE + Car & Benefits Providing holistic financial planning advice to existing NFU Mutual customers Partnering with a local Agency of NFU Mutual and developing relationships with their customers About the role NFU...

  • Financial Advisor

    6 hours ago


    Belfast, United Kingdom NFU Mutual Full time

    Financial Advisor Field based position with frequent travel around Northern Ireland Competitive Base Salary, with £100,000 OTE + Car & Benefits Providing holistic financial planning advice to existing NFU Mutual customers Partnering with a local Agency of NFU Mutual and developing relationships with their customers About the role NFU...

  • Financial Advisor

    23 hours ago


    Belfast, United Kingdom NFU Mutual Full time

    Field based position with frequent travel around Northern IrelandProviding holistic financial planning advice to existing NFU Mutual customersPartnering with a local Agency of NFU Mutual and developing relationships with their customersAbout the roleNFU Mutual is growing, and as a Financial Advisor you’ll be at the heart of this growth, providing advice...

  • Financial Advisor

    7 days ago


    Belfast, United Kingdom NFU Mutual Full time

    Field based position with frequent travel around Northern IrelandProviding holistic financial planning advice to existing NFU Mutual customersPartnering with a local Agency of NFU Mutual and developing relationships with their customersAbout the roleNFU Mutual is growing, and as a Financial Advisor you’ll be at the heart of this growth, providing advice...