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.
Responsibilities
1. Manage and grow a warm book of existing clients
2. Conduct meetings face-to-face or remotely - in-office, at home, or at client business premises
3. Provide tailored, high-quality financial advice based on individual needs and goals
4. Develop long-term financial plans and investment strategies
5. Carry out risk assessments, research products, and present recommendations
6. Maintain strong client relationships and adapt plans as needs evolve
7. Ensure full compliance with FCA regulations and company standards
8. Liaise with solicitors, estate agents, and financial institutions as neede
Criteria
9. Absolutely must have a Level 4 Diploma in Financial Planning (on the path to Chartered status preferred)
10. 3+ year's experience working in Wealth Management - advising clients across pensions, investments, protection, and more
11. A strong communicator with proven client relationship skills
12. Commercially minded with a consultative approach to financial planning
Benefits
13. Attractive, negotiable salary based on your experience and qualifications
14. Warm client bank ready to be managed and grown
15. Flexible working - operate remotely anywhere in Northern Ireland
16. Supportive leadership and administrative team
17. Career development opportunities toward Chartered status
Interested ?