Senior Manager, Investment Advisor, Wealth Advisory NI

The Investment Advisors will provide Regulated Investment Advice, mainly in relation to investments, but will also cover general financial planning incorporating retirement and protection. The advice will be for both private clients and businesses. We currently have an opportunity for a senior level professional to join the Belfast team as a Senior Manager.

Ideally you will hold a third level qualification and/or advanced regulatory qualifications(working towards these) with a number of years experience operating at a senior level. Experience within IFA environment required.

• Provide well founded robust Regulated Investment Advice to clients and non-clients of the Firm
• Develop internal and external networks for client introductions
• Maintain up to date personal knowledge required to provide leading edge investment advice
• Focus on existing client ‘bank’ to develop trusted adviser relationship with a real focus on a high standard of client service resulting in recurring work and income
• Fully comply with internal and external regulations and policies so as to protect the client and also the reputation of the Firm
• Oversee and where appropriate complete comprehensive client reports
• Achieve new business and profit targets
• Develop specialist knowledge to become the team ‘expert’ in a particular area
• Fulfil quality control duties in a robust and independent manner
• Be proactive in terms of winning new work and bring a differentiated client solutions focus to the advisory process

Apply now