At a Glance
- Tasks: Provide holistic financial planning advice and build long-term client relationships.
- Company: Growing national financial planning and wealth management business in Northern Ireland.
- Benefits: Autonomy, strong support team, and opportunities for professional growth.
- Other info: Exciting growth phase with strong local team development.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experience in regulated financial advice and Level 4 Diploma in Financial Planning.
The predicted salary is between 49500 - 60500 £ per year.
We are working with a growing national financial planning and wealth management business, backed by a major UK investment and wealth management group, as it continues to expand its presence across Northern Ireland. Following recent investment in the Belfast operation, the business is looking to appoint two experienced Financial Advisers to support its continued growth across the region. This is an excellent opportunity for established advisers who want to join a well-backed, ambitious wealth management business while retaining the autonomy and client-focused approach of a high-quality financial planning practice.
The business has grown rapidly through both organic expansion and the acquisition of established financial planning practices across the UK. Its Northern Ireland operation is now entering its next phase of growth, with plans to build a strong local team of advisers supported by dedicated administration and paraplanning capability. The successful Financial Advisers will be responsible for developing and maintaining long-term client relationships, providing holistic financial planning advice and contributing to the continued growth of the Northern Ireland business.
As Financial Adviser, you will:
- Provide high-quality, holistic financial planning advice to private clients
- Build and maintain trusted, long-term relationships with clients
- Advise across areas including: Pensions and retirement planning, Investments, Tax-efficient financial planning, Protection, Estate and succession planning
- Conduct regular client reviews and ensure advice remains appropriate as circumstances change
- Develop new client relationships through referrals, professional connections and existing networks
- Work closely with paraplanning and administration colleagues to deliver an excellent client experience
- Maintain accurate and compliant client records
- Ensure all advice meets FCA and internal compliance standards
- Identify opportunities to deepen existing client relationships
- Develop strong relationships with professional introducers including accountants, solicitors and other advisers
- Contribute to the wider growth and development of the business across Northern Ireland
We are particularly interested in speaking with Financial Advisers who have:
- Previous experience providing regulated financial advice
- Level 4 Diploma in Financial Planning or equivalent
- Strong knowledge of pensions, investments and financial planning
- A client-focused and relationship-led approach
- Strong communication and interpersonal skills
- The ability to develop trusted relationships with high-net-worth and private clients
- A good understanding of FCA regulatory requirements
- Strong professional networks or introducer relationships within Northern Ireland
- A commercial mindset with an interest in developing new business
Candidates who are Chartered Financial Planners or working towards Chartered status would be particularly attractive.
Financial Adviser in Belfast employer: Hunter Savage
Join one of Northern Ireland's largest independent multi-disciplinary consultancies as a Health and Safety Advisor, where you'll be part of an established and collaborative team dedicated to delivering high-quality services across various projects. With a competitive salary range of £35,000-£45,000, comprehensive benefits including a contributory pension and CPD support, and a vibrant work culture that encourages professional growth and community engagement, this role offers a meaningful opportunity to make a significant impact in the health and safety sector. Located in Belfast, you'll have the chance to work with high-profile clients while enjoying the dynamic environment of a thriving consultancy.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Belfast
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hunter Savage. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser in Belfast
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.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hunter Savage.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hunter Savage's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hunter Savage
✨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 Hunter Savage.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hunter Savage will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hunter Savage employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
