At a Glance
- Tasks: Support clients with tailored financial planning and advice.
- Company: Wealth management firm focused on client goals and values.
- Benefits: Competitive salary, bonus potential, pension contribution, and job security.
- Other info: Join a supportive team with a focus on compliance and client satisfaction.
- Why this job: Make a real difference in clients' financial wellbeing while growing your expertise.
- Qualifications: Level 4 Diploma and proven experience in financial advising.
The predicted salary is between 60000 - 70000 € per year.
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
Salary: £60,000 – £70,000 per annum (80,000 OTE)
Location: Belfast
Employment Type: Permanent
Responsibilities
- As an Adviser based in Belfast, you’ll play a key role in supporting existing clients with exceptional financial planning services.
- You’ll use your technical expertise to ensure all client solutions are compliant and aligned with their long-term objectives.
- This role is focused on servicing an existing client bank, allowing you to concentrate on delivering high-quality advice rather than business development.
- Manage and develop an existing client portfolio of approximately 50 households.
- Work with a client bank generating around £100k recurring income.
- Provide holistic financial advice across investments, pensions, and tax planning.
- Service a mixed client base including private clients and some HNW individuals.
- Collaborate closely with in-house paraplanning and administrative support.
- Ensure all advice and recommendations meet regulatory and compliance standards.
Benefits
- £60,000 – £70,000 per annum.
- Existing client bank.
- Bonus (80,000 OTE).
- Pension contribution.
- DIS.
Qualifications
- Level 4 Diploma qualified – CISI/CII/LIBF.
- Proven adviser experience within an advisory or wealth management environment.
- Excellent understanding of financial products – investment, tax planning, and regulatory frameworks.
- Strong analytical, organisational, and written communication skills.
Financial Adviser in Belfast employer: Eden Rose
Join a wealth management firm in Belfast that prioritises meaningful financial planning and client relationships. With a focus on servicing an existing client bank, you will enjoy a supportive work culture that values your expertise and offers opportunities for professional growth. Benefit from a competitive salary, bonus potential, and a collaborative environment that empowers you to make a real difference in clients' financial wellbeing.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions specific to financial advising. Think about how you can showcase your experience with client portfolios and compliance standards, as these are key in this role.
✨Tip Number 3
Don’t forget to research the company culture of the wealth management firm you’re applying to. Understanding their values will help you tailor your responses and show that you’re a great fit for their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Adviser in Belfast
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that align with the Financial Adviser role. Highlight your qualifications, especially your Level 4 Diploma, and any relevant experience in wealth management or advisory roles.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can help clients achieve their goals. Be sure to mention your understanding of compliance and regulatory standards.
Showcase Your Client Management Skills:Since this role focuses on servicing an existing client bank, emphasise your experience in managing client relationships. Share examples of how you've provided tailored advice and built trust with clients in the past.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Eden Rose
✨Know Your Numbers
As a Financial Adviser, you’ll need to demonstrate your understanding of financial products and compliance standards. Brush up on key metrics and regulations relevant to the role, so you can confidently discuss how you would apply them in real scenarios.
✨Showcase Your Client-Centric Approach
This firm values understanding clients’ goals and circumstances. Prepare examples from your past experience where you tailored financial strategies to meet specific client needs. Highlight your ability to build relationships and provide exceptional service.
✨Prepare for Technical Questions
Expect questions that test your technical expertise in investments, pensions, and tax planning. Review common scenarios and be ready to explain how you would approach them, ensuring your answers reflect a holistic view of financial advice.
✨Demonstrate Team Collaboration
Since the role involves working closely with paraplanning and administrative support, be prepared to discuss how you’ve successfully collaborated with other professionals in the past. Share specific instances where teamwork led to better client outcomes.
