Independent Financial Planner

2 weeks ago


Craigavon, United Kingdom Staffline Recruitment (NI) Ltd. Full time
In this challenging and rewarding role as a Senior Financial Adviser, you will have the opportunity to work with a growing team in Staffline Recruitment (NI) Ltd. As an experienced Independent Financial Advisor, you will be responsible for providing expert advice to clients on various financial matters, including financial planning, investments, retirement planning, and inheritance tax mitigation. You will collaborate with senior leadership and the wider team to manage client portfolios and cultivate new business opportunities.

The ideal candidate will have strong stakeholder management skills and the ability to work effectively with clients and colleagues. They should possess relevant industry qualifications and experience, preferably CII Level 4 qualified, and previous experience in a similar role. Ideally, they should have 5-10 years of relevant industry experience. A full clean driving license is also required.

A competitive salary of £75,000 (OTE) and a generous benefits package, including pension, life, and health insurance, make this a highly attractive opportunity. In addition, the hybrid working arrangement and supportive professional development opportunities will enable you to grow and develop your career in this field.

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