Client-Focused Wealth Advisor (Pensions & Investments)

Brook Street UK; Newtownards; On-site; GBP 40,000 - 60,000; Full time

Job summary

Brook Street UK is hiring a Financial Advisor in Newtownards, County Down, Northern Ireland, UK. This is a full-time opportunity based in Newtownards. The role involves delivering regulated financial advice across pensions, investments and protection within a Wealth Management setting.

The successful candidate will hold a Level 4 Diploma and work with a Belfast team to grow client relationships and provide excellent service.

Qualifications

• Experience delivering regulated financial advice is essential.
• Strong client-service orientation and interpersonal skills.

Responsibilities

• Deliver regulated advice across pensions, investments and protection.
• Develop and manage relationships with clients in the Newtownards area.

Skills

Client focus

Regulated advice

Education

Level 4 Diploma

Job description

Brook Street UK is hiring a Financial Advisor in Newtownards, County Down, Northern Ireland, UK. This is a full-time opportunity based in Newtownards. The role involves delivering regulated financial advice across pensions, investments and protection within a Wealth Management setting.

The successful candidate will hold a Level 4 Diploma and work with a Belfast team to grow client relationships and provide excellent service.