Financial Planning Manager

1 week ago


Craigavon, United Kingdom Black Fox Solutions Full time

Job Title: Senior Financial Advisor

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About the Role:

We are working with a leading Financial Services Firm in Portadown to appoint a new Senior Financial Advisor. As a key member of their growing team, you will work closely with senior leadership to advise clients on financial planning, including investments, retirement planning, protection, and inheritance tax mitigation.

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Your Key Responsibilities:

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  • Advise clients on financial planning and identify opportunities for growth.\
  • Retain existing client relationships and develop new business opportunities.\
  • Ensure compliance with firms procedures and FCA regulatory requirements.\
  • Provide administrative and paraplanner support.\
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Requirements:

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  • Relevant industry qualifications (minimum Level 4).\
  • At least 5 years of relevant experience in the financial services industry.\
  • Able to build and maintain strong client relationships.\
  • Fully qualified driver with access to your own transport.\
  • Clean financial background.\
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Benefits:

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This role offers an attractive bonus scheme, flexible working hours, professional development, study support, paid exams, and life and health insurance. If you are interested in this opportunity, please apply with a copy of your most recent CV or get in touch with Eibhleann at Black Fox Solutions.



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