Investment Consultant

3 weeks ago


Belfast, United Kingdom Brook Street UK Full time £45,000

Brook Street (UK) Limited is pleased to announce an opportunity for an Investment Consultant/ Wealth Strategist to join our client's growing team in Belfast.

Key Responsibilities:

  • Perform comprehensive assessments of clients' financial situations.
  • Engage with clients to discuss their existing provisions and future financial objectives.
  • Offer strategic financial planning assistance to clients.
  • Evaluate data and formulate plans tailored to clients' needs.
  • Conduct thorough research to support financial recommendations.

Skills and Qualifications:

If you possess the necessary qualifications and experience for this role, we encourage you to consider this opportunity.

JBLK1_UKTJ


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