Investment Advisor Jobs in Belfast
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Search results - Investment Advisor Jobs in Belfast
Belfast
Service Advisor:
Handling investors queries via telephone and email
Resolving investors queries by showing empathy and willingness to support
Type emails to clients/investors
Accurately update data onto the inhouse systemGeneral Requirements of Customer...
cv-library.co.uk -
Bartholomew & James-Belfast
focused on pensions but also advise on investments and protection policies.
We are a small business, and this is an excellent opportunity to work directly with our existing clients to complete the end-to-end annual review process / client servicing...
HR GO Recruitment-Belfast
Service Advisor:
Handling investors queries via telephone and email
Resolving investors queries by showing empathy and willingness to support
Type emails to clients/investors
Accurately update data onto the inhouse systemGeneral Requirements of Customer...
Bartholomew & James (FS) Ltd-Belfast
We are primarily focused on pensions but also advise on investments and protection policies.
We are a small business, and this is an excellent opportunity to work directly with our existing clients to complete the end-to-end annual review process...
Belfast
and Anti-money laundering requirements
• Ability to process Pension transfers and replacement business
Previous experience:
• 100% Must have experience of working within a financial advisor practice
• Knowledge of investments, pensions and protection products preferred...
cv-library.co.uk -
Brook Street UK-Belfast
closely and support a team of financial advisors ensuring the highest of standards are met for clients.ResponsibilitiesConducting in-depth reviews of clients financial circumstances, current provision and future aims and objectives whilst analysing...
mindmatch.ai -
Brook Street-Belfast
and Anti-money laundering requirements
• Ability to process Pension transfers and replacement business
Previous experience:
• 100% Must have experience of working within a financial advisor practice
• Knowledge of investments, pensions and protection products preferred...
appcast.io -
Belfast
closely and support a team of financial advisors ensuring the highest of standards are met for clients.
Responsibilities
Conducting in-depth reviews of clients financial circumstances, current provision and future aims and objectives whilst analysing...
cv-library.co.uk -
Bartholomew & James (FS) Ltd-Belfast
for an experienced and ambitious IFA to join a long-established Belfast based Advisory firm offering advice to our loyal customer base.
We are primarily focused on pensions but also advise on investments and protection policies.
We are a small business...
mindmatch.ai -
Hillarys Blinds-Belfast
of over 1200 self-employed advisors who operate locally and do just that.
Hillarys was established over 50 years ago and remains the UK and Ireland's leading provider of window furnishings solutions with an annual turnover of £250m a year. Working in your...
Brook Street UK Careers-Belfast
and support a team of financial advisors ensuring the highest of standards are met for clients.
With a staff team of 25 advisers and support staff, our client is one of Openworks top 50 wealth management firms with quality scores to match.
The client...
appcast.io -
Brook Street UK-Belfast
Brook Street (UK) Ltd is delighted to be recruiting for a Financial Services Administrator on behalf of a growing financial planning and investment company in their Belfast Office.
This role will consist of several aspects including administration...
Bartholomew & James-Belfast
Bartholomew & James (FS) Ltd – Independent Financial Advisers B&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing...
Brook Street Recruitment-Belfast
requirements
• Ability to process Pension transfers and replacement business Previous experience:
• 100% Must have experience of working within a financial advisor practice
• Knowledge of investments, pensions and protection products preferred
• Applicants must...
jmmst.com -
Bartholomew & James (FS) Ltd-Belfast
Job Description
Bartholomew & James (FS) Ltd – Independent Financial Advisers
B&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection...
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