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- Tasks: Support existing clients with tailored financial planning and advice.
- Company: Wealth management firm focused on holistic financial wellbeing.
- Benefits: Competitive salary, bonus potential, pension contribution, and hybrid work.
- Why this job: Make a real difference in clients' lives while growing your expertise.
- Qualifications: Level 4 Diploma qualified with proven advisory experience.
- Other info: Collaborative environment with opportunities for professional growth.
The predicted salary is between 60000 - 65000 £ 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.
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
- Existing Client Bank
- Bonus (£80,000 OTE)
- Pension contribution
- DIS
To be considered for this IFA position:
- 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.
Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch; we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Financial Adviser in Belfast employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
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, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Financial Adviser role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial products and compliance standards. We recommend practising common interview questions with a friend or even in front of the mirror. Confidence is key, so show them you know your stuff!
✨Tip Number 3
Don’t forget to showcase your soft skills! As a Financial Adviser, it’s not just about numbers; it’s about building relationships. Be ready to share examples of how you’ve successfully managed client portfolios and provided tailored advice.
✨Tip Number 4
Apply through our website! It’s super easy and ensures your application gets the attention it deserves. Plus, if this role isn’t quite right for you, we’ve got loads of other opportunities in the financial planning sector that might be a perfect fit.
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 match the Financial Adviser role. Highlight your Level 4 Diploma and any relevant advisory experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning. Share specific examples of how you've helped clients achieve their goals, as this will resonate with our values.
Showcase Your Communication Skills: Since strong written communication is key for this role, ensure your application is clear and concise. Avoid jargon and keep it professional yet approachable – we want to see your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Heat Recruitment
✨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 ensure client solutions are compliant and aligned with their long-term objectives.
✨Showcase Your Client-Centric Approach
This role focuses on servicing an existing client bank, so be prepared to share examples of how you've previously tailored financial strategies to meet clients' unique goals and values. Highlight your ability to build strong relationships and provide exceptional service.
✨Prepare for Technical Questions
Expect questions that test your technical expertise in areas like investments, pensions, and tax planning. Review common scenarios you might encounter and think about how you would approach them, ensuring you can articulate your thought process clearly during the interview.
✨Demonstrate Strong Communication Skills
As you'll be working closely with clients and in-house support, effective communication is key. Practice explaining complex financial concepts in simple terms, and be ready to showcase your organisational skills through examples of how you've managed client portfolios in the past.
