At a Glance
- Tasks: Deliver client-focused financial advice and manage an existing portfolio.
- Company: Join a leading wealth management firm in Northern Ireland.
- Benefits: Competitive salary, performance bonuses, private medical insurance, and pension contributions.
- Other info: Enjoy strong support and career growth in a dynamic environment.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in financial advice.
The predicted salary is between 50000 - 60000 £ per year.
Brook Street Recruitment is partnering with one of our Wealth Management clients to recruit a qualified
Financial Adviser for their growing Belfast team.
This employed adviser opportunity is ideal for an experienced, client-focused professional who is Level 4 Diploma qualified and confident delivering regulated advice across pensions, investments, and protection.
You will inherit and develop an existing client portfolio, providing high-quality ongoing advice, conducting annual reviews, and identifying new opportunities through trusted client relationships and referrals.
The role offers strong administrative support, modern systems, and the opportunity to build a long-term career within one of Northern Ireland's leading and fastest-growing financial advice firms.
About the Company
Our client is an appointed representative of The Openwork Partnership, one of the UK's largest and most respected financial advice networks.
With offices across the UK, the business provides holistic financial planning services, offering clients access to a carefully selected range of products and investment solutions tailored to their individual needs.
Their mission is to help clients make confident financial decisions through clear, professional, and personalised advice.
The Role
As a Financial Adviser, you will deliver compliant, client-focused financial advice to an established portfolio of clients across pensions, investments, and protection planning.
Working closely with the central administration and support teams, you will ensure outstanding client experience, maintain high servicing standards, and contribute to the continued growth and success of the business.
Key Responsibilities
- Deliver regulated financial advice in line with company standards and The Openwork Partnership framework
- Manage and develop relationships within an existing client bank.
- Conduct annual reviews and provide ongoing holistic financial planning advice
- Advise clients across pensions, investments, and protection products.
- Identify additional advice opportunities through client relationships and referrals.
- Ensure all advice is compliant, fully documented, and aligned with Consumer Duty requirements.
- Work collaboratively with administration and para-planning teams to ensure smooth case progression.
- Maintain accurate and up-to-date client records using CRM and back-office systems.
- Support wider business objectives through professionalism, consistency, and high-quality advice delivery.
Skills & Experience
- Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential.
- Proven experience delivering regulated financial advice across pensions and investments.
- Strong technical knowledge of pensions, investments, taxation, and protection planning.
- Excellent communication and relationship management skills.
- Client-focused with strong organisational skills and attention to detail.
- Ability to operate within structured advice and compliance processes.
- Experience within The Openwork Partnership network is advantageous but not essential.
- Salary & Benefits
- Competitive basic salary, depending on experience.
- Performance-related bonus linked to advice activity, client servicing, and quality measures.
- Private medical insurance.
- Death in Service benefit.
- Employer pension contribution.
- Existing client bank provided.
- Full administration and operational support.
- Long-term career development within a growing and established financial advice business.
- Please send CV to Colleen Farquharson via the apply link
#NIT2
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
JBRP1_UKTJ
Financial Advisor in Newtownards employer: Brook Street UK
As a Housing Estates Officer in Plymouth, you will join a supportive and dynamic team dedicated to enhancing community living. Our company prioritises employee growth through ongoing training and offers a flexible hybrid working model that promotes work-life balance. With a commitment to your professional development and a collaborative work culture, we provide a rewarding environment where you can make a meaningful impact in the community.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Newtownards
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We think you need these skills to ace Financial Advisor in Newtownards
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Brook Street UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Brook Street UK.
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