Financial Services Manager

3 weeks ago


Craigavon, United Kingdom Black Fox Solutions Full time

**Job Overview**

We are seeking a highly skilled Senior Financial Advisor to join our team in Portadown. As a key member of the financial services firm, you will be responsible for advising clients on financial planning and providing expert guidance on investments, retirement planning, protection, and inheritance tax mitigation.

Your primary objectives will include:

  • Providing exceptional client service and retaining an existing client base while identifying new business opportunities and relationships.
  • Adhering to the firm's compliance and procedures as well as FCA regulatory requirements.
  • Offering administrative and paraplanner support to ensure seamless operations.

To excel in this role, you will require:

  • Relevant industry qualifications (minimum Level 4).
  • A minimum of 5 years of relevant industry experience.
  • The ability to build and maintain strong client relationships.
  • A full driving licence and access to your own transport.
  • A clean financial background.

In return, you can expect:

  • An attractive bonus scheme.
  • Flexible working arrangements with the possibility of hybrid models.
  • Professional development and study support.
  • Paid exams.
  • Life and Health insurance.

This is an exciting opportunity to contribute to the growth and success of our financial services firm in Portadown. If you have the necessary skills and experience, we encourage you to apply with a copy of your most recent CV or get in touch with Eibhleann at Blackfox Solutions to discuss further details.



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