Financial Adviser

Openwork; Belfast City; On-site; GBP 45,000 - 70,000; Full time

Benefits offered by this job

Access to existing clients & qualified

Full paraplanning & admin support

Modern systems & technology

Job summary

E M Gray & Co Ltd, a respected wealth management firm in Belfast, is seeking an experienced Financial Adviser to join the team. You can choose employed or self-employed options; the firm offers a bespoke remuneration package and strong support to grow your client base.

The successful candidate will manage an existing client portfolio, provide comprehensive financial planning, and identify growth opportunities across pensions, investments, and retirement planning.

Qualifications

• Proven experience as Financial Adviser / Financial Planner.
• Ability to transfer and service an existing client bank and recurring revenue stream.
• Strong technical knowledge across pensions, investments, protection, and retirement planning.
• Level 4 Diploma or higher as minimum.

Responsibilities

• Deliver holistic financial planning and wealth management advice to private clients.
• Manage and develop an existing portfolio of clients.
• Build long-term relationships through exceptional client service and regular reviews.
• Identify opportunities for growth across pensions, investments, protection, and retirement planning.
• Generate new business opportunities through referrals, professional introducers, networking, and personal contacts.
• Work collaboratively with paraplanners, administrators, and the wider support team.
• Ensure all advice is delivered in accordance with FCA regulations and internal compliance standards.

Skills

Relationship-building

Communication

Entrepreneurial mindset

Education

Level 4 Diploma

Job description

This role has employed and self employed options.

E M Gray & Co Ltd is a highly respected and growing wealth management firm based in Belfast, committed to delivering exceptional financial planning and long-term client outcomes. As the business continues to grow, an exciting opportunity has arisen for an experienced Financial Adviser to join the team.
We are seeking an established adviser who has built a strong reputation within the market and ideally has the ability to bring an existing portfolio of clients. Whether you are seeking the security of an employed role or the flexibility of self-employment, E M Gray & Co Ltd is committed to creating a package that reflects your experience, ambitions, and the value you bring.
More than anything, this is a people-focused business that prides itself on being a close-knit, family-orientated firm where trust, support, and teamwork are central to the culture. Finding the right person is just as important as finding the right skillset. We are looking for someone who shares these values and wants to become an integral part of the business for years to come.
The successful adviser will have access to existing clients and qualified leads generated by the business, providing an excellent platform for growth from day one. However, this role will best suit someone who is proactive, commercially minded, and confident in generating opportunities through their own professional network, referrals, introducer relationships, and business development activity. We are looking for an adviser who can complement the support provided by the firm with their own ability to win and retain clients.
This is not a role for someone looking for their next stepping stone. We are seeking an adviser who wants to make a long-term commitment and find a business they can genuinely call home.

The Role

• Deliver holistic financial planning and wealth management advice to private clients.
• Manage and develop an existing portfolio of clients.
• Build long-term relationships through exceptional client service and regular reviews.
• Identify opportunities for growth across pensions, investments, protection, and retirement planning.
• Generate new business opportunities through referrals, professional introducers, networking, and personal contacts.
• Work collaboratively with paraplanners, administrators, and the wider support team.
• Ensure all advice is delivered in accordance with FCA regulations and internal compliance standards.

What will you need to succeed?

About You

You will be an experienced and successful Financial Adviser with a proven history of developing and maintaining strong client relationships.

• Level 4 Diploma qualified as a minimum.
• Proven experience as a Financial Adviser / Financial Planner.
• Ability to transfer and service an existing client bank and recurring revenue stream.
• Strong technical knowledge across pensions, investments, protection, and retirement planning.
• Excellent communication and relationship-building skills.
• Strong understanding of FCA regulations and compliance requirements.

Personal Attributes

We are looking for someone who is:

• Hungry, ambitious, and driven to succeed.
• Commercially minded and entrepreneurial.
• Professional, trustworthy, and client-centric.
• Motivated by building long-term client relationships.
• A strong cultural fit for a family-orientated business.
• Collaborative and supportive of colleagues.
• Confident in networking and developing professional relationships that generate new opportunities.
• Looking for a genuine long-term career home where they can make a lasting impact.

What's on Offer?

• Employed or self-employed options available.
• A bespoke remuneration package built around the successful individual.
• Competitive salary and bonus structure for employed advisers.
• Attractive fee split and flexibility for self-employed advisers.
• Access to existing clients and qualified leads.
• Full paraplanning and administrative support.
• Strong operational and compliance infrastructure.
• Modern systems and technology.
• The opportunity to join a respected and growing business with an excellent reputation in the local market.
• A welcoming, close-knit, family-orientated culture where your contribution is genuinely valued.

The Ideal Candidate

This role would suit an experienced Financial Adviser who has built a loyal client following and is looking for an environment where they can continue to grow whilst receiving the support, flexibility, and recognition they deserve.

E M Gray & Co Ltd is seeking someone who combines strong technical ability with the right attitude, values, and ambition. The successful individual will be committed to delivering outstanding client outcomes, contributing positively to the team culture, and becoming a key part of the firm's future success.

While the business can provide access to leads and existing clients, we are looking for an adviser who understands the importance of networking, relationship building, and business development. The ideal candidate will have the confidence and drive to develop their own pipeline alongside the opportunities provided by the firm, helping to grow both their personal client bank and the wider business.

This opportunity will suit a driven, entrepreneurial adviser who is passionate about doing the right thing for clients and is seeking a genuine long-term home. Cultural fit will be just as important as technical ability, and the successful individual will be someone who shares the business's values, embraces a collaborative environment, and wants to play a key role in the firm's future success.

Why us?

E M Gray & Co Ltd are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.