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Financial Planner / Associate Director
Basic Salary £60,000 + Significant Bonus
Due to expansion, one of the leading brands of Discretionary Fund Managers have created an exceptional opportunity to join as the first Financial Planner on the ground in their highly successful Belfast office.
Working alongside the Investment Management team and their clients, you will provide specialist financial planning advice around retirement and tax planning. Typically, clients will have a minimum of £350,000 + of investable assets and full Para-planner support will be provided.
Successful candidates will have experience working as a financial planner, providing holistic advice on a fee basis to HNW clients. You will hold DipPFS, or one exam away from achieving this status as an absolute minimum with the ambition to becoming Chartered status in due course. Basic salary is pitched at £60,000 plus an industry leading bonus scheme which should see you earn at least 40-50% of your salary in year one progressing as you move into year 2.