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Financial advisor

Belfast
Permanent
Financial advisor
Posted: 17 November
Offer 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 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 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 The Reward 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

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