Financial Planning Specialist

1 day ago


Craigavon, United Kingdom Black Fox Solutions Full time
Job Overview
Black Fox Solutions is seeking a highly skilled Senior Financial Advisor to join their team in Portadown. The successful candidate will work closely with senior leadership to advise clients on financial planning, including investments, retirement planning, and protection strategies.

Key Responsibilities:
• Provide comprehensive financial advice to clients
• Retain existing client relationships and identify new business opportunities
• Adhere to firm's compliance procedures and regulatory requirements

Requirements:
• Relevant industry qualifications (minimum Level 4)
• 5+ years' experience in the financial services sector
• Strong communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Full driving license and access to own transport

Benefits:
• Attractive bonus scheme
• Flexible working arrangements with possibility of hybrid working
• Professional development opportunities, including study support and paid exams
• Life and health insurance

The estimated salary for this role is £40,000-£75,000 per annum.
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