Financial Planner

Location Belfast, County Antrim
Job type Permanent
Salary £50000 - £60000 per annum + bonus, pension, pmi, exam support
Published 8 months ago
Start date ASAP
Contact Kyle Fulton
Job ref 6311_1580989174

Job description

This national wealth management group are one of the most renowned firms in the UK market. As a result of sustained growth of the UK business, Grafton Specialist Recruitment are working with them to recruit an experienced Financial Planner to operate from their Belfast office.


This is a fantastic opportunity to join an astute, growing wealth management firm as they continue to establish themselves as one of the UKs leading advice firms. If you are keen on joining a firm who will invest time in their relationship with clients in order to truly understand their objectives and long term goals then email your CV to me in confidence.

The Role:

  • Evidence over 5 years in a similar role in addition to demonstrating the skills expected of an experienced Financial Planner.
  • Build and grow a client bank using external sources (solicitors, accountants etc.) and by developing new relationships both internally, as well as through external referrals and personal contacts.
  • Mentor and train other team members to assist them in their professional development.
  • Contribute towards the development of financial planning across the Firm.
  • Maintain and promote the ethos, culture and high standards of Charles Stanley and act with integrity at all times.
  • Comply with the Rules of the Financial Conduct Authority (FCA), Charles Stanley's Compliance Manual, Financial Planning Practice Manual and Staff Handbook.
  • Maintain SPS by complying with Company procedures and FCA Requirements.

The Person:

  • You will ideally be on your way to or will have achieved a level 6 qualification in financial planning. Candidates at level 4 will also be considered.
  • Have the ability to demonstrate a proven track record of success in as a Financial Planner with strong business development / networking skills.
  • Develop, monitor and implement business plans to increase sales and respond promptly and effectively to market changes
  • Will be keen to further enhance their career by working for this leading firm.

The Rewards

  • £50,000 - £60,000 DOE.
  • Pension.
  • Private Medical Insurance.
  • Discretionary bonus.
  • Exam support.

The Grafton Specialist Team is a dedicated division within Grafton Recruitment, focused on providing Permanent, Contract & Temporary staffing solutions across; Financial Services, Insurance, Construction, Engineering, Accountancy & Finance, Health & Safety, HR, IT, Sales & Marketing, Manufacturing and Procurement.

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