Financial Advisor Job at Brook-St Hiredonline (Lurgan)

Financial Advisor

Brook-St Hiredonline

Location:
United Kingdom , Lurgan

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Experienced Financial Advisor - Flexible Location (Northern Ireland). Excellent Package | Warm Client Book | Flexible Working. Brook Street is delighted to partner with a highly regarded financial services firm, currently seeking an experienced Financial Advisor to join their growing team. This is a unique opportunity for an established advisor to step into a role that offers a negotiable salary, a portfolio of warm, existing clients, and the freedom to work from anywhere in Northern Ireland. Occasional travel to the head office in Armagh will be required. Whether you're looking to step away from chasing cold leads, or seeking a role that offers more autonomy and support, this is a standout opportunity in the market.

Job Responsibility:

Manage and grow a warm book of existing clients
Conduct meetings face-to-face or remotely - in-office, at home, or at client business premises
Provide tailored, high-quality financial advice based on individual needs and goals
Develop long-term financial plans and investment strategies
Carry out risk assessments, research products, and present recommendations
Maintain strong client relationships and adapt plans as needs evolve
Ensure full compliance with FCA regulations and company standards
Liaise with solicitors, estate agents, and financial institutions as needed

Requirements:

Level 4 Diploma in Financial Planning (on the path to Chartered status preferred)
3+ year's experience working in Wealth Management - advising clients across pensions, investments, protection, and more
strong communicator with proven client relationship skills
commercially minded with a consultative approach to financial planning

What we offer:

Attractive, negotiable salary based on your experience and qualifications
Warm client bank ready to be managed and grown
Flexible working - operate remotely anywhere in Northern Ireland
Supportive leadership and administrative team
Career development opportunities toward Chartered status

Additional Information:

Job Posted:
January 15, 2026

Employment Type:

Fulltime

Work Type:

Remote work

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