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Financial Advisor

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Brook-St Hiredonline

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Location:
United Kingdom , Newtownards

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

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.

Job Responsibility:

  • 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

Requirements:

  • 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

Nice to have:

Experience within The Openwork Partnership network is advantageous but not essential

What we offer:
  • 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

Additional Information:

Job Posted:
May 13, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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