At a Glance
- Tasks: Deliver client-focused financial advice on pensions, investments, and protection planning.
- Company: Join a leading financial advice firm in Northern Ireland with a strong reputation.
- Benefits: Competitive salary, performance bonuses, private medical insurance, and pension contributions.
- Other info: Enjoy strong administrative support and excellent career growth opportunities.
- Why this job: Build lasting client relationships and make a real impact on their financial decisions.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in financial advice.
The predicted salary is between 35000 - 45000 £ 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.
Financial Advisor. Job in Newtownards LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
As a Financial Adviser with our client, you will join one of Northern Ireland's leading wealth management firms, known for its supportive work culture and commitment to employee growth. With strong administrative backing, modern systems, and a focus on client relationships, this role offers a unique opportunity to develop your career while providing high-quality financial advice in a collaborative environment. Enjoy competitive benefits including private medical insurance and a performance-related bonus, all while being part of a rapidly growing team in Newtownards.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor. Job in Newtownards LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with people in the financial sector! Attend industry events, join local finance groups, or even hit up LinkedIn. The more connections we make, the better our chances of landing that Financial Adviser role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your experience with pensions, investments, and protection planning. We want them to see how your Level 4 Diploma and client-focused approach can add value to their team.
✨Follow Up
After any interviews or networking chats, drop a quick thank-you email. It shows professionalism and keeps us on their radar. Plus, it’s a great way to reiterate our interest in the role and remind them why we’re the perfect fit!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It streamlines the process and ensures your application gets the attention it deserves. Let’s make sure we’re in the running for that Financial Adviser position!
We think you need these skills to ace Financial Advisor. Job in Newtownards LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Adviser role. Highlight your Level 4 Diploma and any relevant experience in pensions, investments, and protection. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advice and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Client-Focused Approach:In your application, emphasise your client-focused mindset. Share examples of how you've built relationships and provided high-quality advice in the past. We love seeing how you connect with clients!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can't wait to hear from you!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection planning. Be ready to discuss specific products and how they can benefit clients. This shows you're not just qualified but also genuinely interested in helping clients make informed decisions.
✨Showcase Your Client Relationships
Prepare examples of how you've built and maintained strong client relationships in the past. Highlight any successful referrals or ongoing advice you've provided. This will demonstrate your client-focused approach and ability to develop a portfolio effectively.
✨Understand Compliance
Familiarise yourself with the compliance standards and frameworks relevant to the role. Be prepared to discuss how you ensure that your advice is compliant and well-documented. This will reassure them that you take regulatory requirements seriously.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial advice and their support systems. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals and values.
