Financial Advisor
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Job Summary
Job Description
Description
We are hiring for our client a leading financial planning firm who are seeking a Financial Adviser to join their expanding Belfast team. This is an excellent opportunity for a newly qualified or early-career adviser to provide holistic financial advice to an established client bank with full administrative and compliance support.
As a Financial Adviser you will deliver tailored financial planning solutions across pensions investments and protection while maintaining high compliance and service standards in line with The Openwork Partnership framework.
This position offers a supportive environment with access to a loyal client base excellent back-office infrastructure and strong long-term progression opportunities.
Top 3 Things to Know About this Job:
- Manage and service an existing client bank with central admin support
- Provide holistic financial advice across pensions investments & protection
- Excellent benefits package bonus potential and clear career progression
The Role
- Provide regulated financial advice in line with The Openwork Partnership and company standards
- Manage an existing client portfolio conducting annual reviews and maintaining strong client relationships
- Deliver holistic advice across pensions investments and protection products
- Identify new business opportunities and referral potential within the client base
- Ensure all advice is compliant well-documented and aligned with Consumer Duty principles
- Collaborate with central administration teams to ensure efficient case management
- Maintain accurate client records and contribute to firm-wide goals and objectives
The Person
- Level 4 Diploma in Regulated Financial Planning (or equivalent) essential
- Minimum 18 months experience delivering regulated financial advice
- Strong technical knowledge of pensions investments taxation and protection
- Excellent communication presentation and relationship management skills
- Organised proactive and committed to providing outstanding client service
- Experience within The Openwork Partnership desirable but not essential
The Reward
- 35000 per annum base salary
- Performance-based bonus linked to advice quality and activity
- Private Medical Cover Death in Service & Employer Pension Contribution
- Full administrative and compliance support
- Access to an existing client bank and modern back-office systems
- Long-term career progression in a growing reputable advice business
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
