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For Companies At a Glance
- Tasks: Provide holistic wealth advice and manage high-value client relationships.
- Company: Rapidly expanding wealth management firm with a strong leadership team.
- Benefits: Competitive salary, bonus, pension, and clear progression opportunities.
- Other info: Opportunity to mentor junior advisers and influence business growth.
- Why this job: Join a fast-growing firm and shape the future of financial advisory.
- Qualifications: Chartered status or working towards it, with 5+ years in client-facing roles.
The predicted salary is between 95000 - 105000 £ per year.
A highly regarded and rapidly expanding wealth management firm is seeking a Senior / Director level Financial Adviser to join its leadership team. This is a strategic, client facing role for an experienced adviser who wants to operate at a senior level, managing an established client bank, driving new business, and mentoring the next generation of advisers as the business continues to grow.
The Role
- Provide holistic wealth advice across pensions, retirement, investments, tax and estate planning
- Manage and grow long-term, high-value client relationships
- Develop and implement bespoke financial strategies for clients and prospects
- Play a key role in business development and revenue growth
- Stay ahead of regulatory and pension legislation changes
- Work collaboratively with senior colleagues to maximise client and commercial outcomes
- Coach, mentor and develop junior advisers, ensuring consistently high professional and technical standards
- Act as a senior figure within the advisory team, contributing to best practice and strategic direction
About You
- Chartered or working towards Chartered status
- Dip CII, CISI (or equivalent) with current Statement of Professional Standing
- At least 5 years experience in a client facing advisor role
- Strong expertise in pensions and retirement planning
- Proven ability to generate new business and retain long-term clients
- Commercially astute, credible at senior level and comfortable leading by example
- Excellent communication, influencing and mentoring skills
- Highly compliant, organised and confident operating in a regulated environment
Why This Opportunity?
- Competitive salary c£100K + bonus and benefits
- Senior / Director level position with genuine influence
- Access to an established client bank alongside strong growth opportunities
- Fast-growing firm with clear progression and leadership pathways
- Opportunity to mentor, lead and shape the future of the advisory team
Interested in a senior advisory role with real influence? To apply for this Financial Advisor job click on the link below or contact Laura Haggan at Artemis Human Capital for further information.
Skills: IFA Financial Advisor Wealth Manager Financial Planning
Benefits: pension bonus
Senior Financial Advisor TLNT1_NI in Belfast employer: Artemis Search & Selection Limited
Contact Detail:
Artemis Search & Selection Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor TLNT1_NI in Belfast
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you’re in interviews or networking situations, make sure to highlight your experience and knowledge in pensions and retirement planning. Share specific examples of how you've successfully managed client relationships and driven new business. We want to see your passion shine through!
✨Be a Mentor
Since this role involves mentoring junior advisers, why not start showcasing your mentoring skills now? Offer to help others in your network or share insights on social media. This will not only build your reputation but also demonstrate your leadership qualities to potential employers.
✨Apply Through Our Website
Don’t forget to apply for the Senior Financial Advisor position directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Senior Financial Advisor TLNT1_NI in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your expertise in pensions, retirement planning, and client relationship management to show us you’re the right fit for this senior role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how your experience aligns with our needs. Don’t forget to mention your mentoring skills and your approach to business development.
Showcase Your Achievements: When detailing your experience, focus on quantifiable achievements. Whether it’s growing a client bank or implementing successful financial strategies, we want to see how you’ve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Artemis Search & Selection Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, retirement planning, and the latest regulatory changes. Being able to discuss these topics confidently will show that you're not just experienced but also up-to-date with industry standards.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed and grown client relationships in the past. Highlight specific strategies you've used to retain clients and generate new business, as this is crucial for the role.
✨Demonstrate Leadership Qualities
Since this role involves mentoring junior advisers, think about times when you've coached or led a team. Be ready to share your approach to developing others and how you ensure high professional standards within your team.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's growth plans and how you can contribute to its success. This shows your genuine interest in the role and helps you understand if the company aligns with your career goals.